Small Wars & Insurgencies
ISSN: 0959-2318 (Print) 1743-9558 (Online) Journal homepage: http://www.tandfonline.com/loi/fswi20
Modern Irregular Warfare: The ISIS Case Study
Andrea Beccaro
To cite this article: Andrea Beccaro (2018) Modern Irregular Warfare: The ISIS Case Study, Small
Wars & Insurgencies, 29:2, 207-228, DOI: 10.1080/09592318.2018.1433469
To link to this article: https://doi.org/10.1080/09592318.2018.1433469
Published online: 20 Mar 2018.
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Small WarS & InSurgencIeS, 2018
VOl. 29, nO. 2, 207–228
https://doi.org/10.1080/09592318.2018.1433469
Modern Irregular Warfare: The ISIS Case Study
Andrea Beccaroa,b
a
Dipartimento di Studi umanistici, università del Piemonte Orientale, Vercelli, Italy;
Scuola universitaria Interateneo di Scienze Strategiche (SuISS), Turin, Italy
b
ABSTRACT
ISIS (the Islamic State of Iraq and Syria) has become a key political and military
actor in the Middle East and in North Africa. This essay aims at outlining ISIS
warfare through an analysis of its operations in the frame of hybrid warfare theory
proposed by Frank Hoffman. Therefore, the paper deals with: the role of terrorist
tactics in ISIS warfare and the relationship between terrorism and insurgency; ISIS
use of technology, mainly with regard to suicide attacks and to drones; and the
relevance of urban warfare. Finally, the paper highlights how ISIS operates and
the most threatening features of its warfare.
ARTICLE HISTORY received 3 march 2017; accepted 1 november 2017
KEYWORDS ISIS; hybrid warfare; irregular warfare; terrorism; insurgency; counterinsurgency; suicide
attacks; urban warfare
ISIS (the Islamic State of Iraq and Syria) has become a key political and military
actor in the Middle East and in North Africa.1 Although it is currently in retreat, it
has conquered, controlled and ruled vast areas of Syria and Iraq, and cities and
villages in Libya. It operates in Sinai and has carried out attacks around Europe.
Clausewitz once stressed ‘The first, the supreme, the most far-reaching act
of judgment that the statesmen and commander have to make is to establish
[…] the kind of war on which they are embarking’.2 For this reason, this essay
aims at elucidating contemporary irregular warfare, and it has two main goals.
The first one is outlining ISIS warfare through the analysis of its operations since
2016. Studying ISIS warfare is important because too often and too simply, the
group is labelled as terrorist;3 true, the Islamic State makes use of terrorism yet
it is not a terrorist group. Many scholars and experts might find it a commonplace, as numerous academic papers, essays and books take the correct stance.
Nonetheless, the problem of agreeing on a shared definition persists especially
in the case of media outlets, which keep labelling its operations as terror attacks.
This is a very risky approach, as it promotes a terrorism and counterterrorism
narrative which does not reflect reality. Experts, research centres and political
CONTACT andrea Beccaro
[email protected]
© 2018 Informa uK limited, trading as Taylor & Francis group
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departments also too often describe ISIS as a terrorist group. For instance, the
U.S. Department of State – which labelled ISIS a terrorist organisation as far
back as 2004 – never changed its designation. In the meantime, the ‘Caliphate’
conquered Raqqa, Mosul and Sirte, establishing its own self-styled ‘state’. The
IEP (Institute for Economics and Peace) Global Terrorism Index 2016 states that
‘ISIL was the deadliest terrorist group in 2015’.4 The International Crisis Group
– a well-known think tank focussing on conflicts – published a paper in March
2017 which was titled ‘Counter-terrorism Pitfalls: What the U.S. Fight against
ISIS and al-Qaeda Should Avoid’,5 and which considers ISIS a terrorist group.
This approach is also widespread in academic literature on ISIS. Daniel Cohen
states at the beginning of his essay on ISIS’ use of media and technology that the
Islamic State is a contemporary form of terrorism.6 Stephen Saideman’s article
seeks to understand the patterns of contributions to the effort to degrade and
defeat the Islamic State, and claims that Operation Inherent Resolve is ‘against
a terrorist movement’.7 Singh focuses8 on understanding how terrorist organizations learn and innovate and uses ISIS as a case study; Kettle and Mumford9
are also interested in the learning process of terrorist groups and define ISIS as
a terrorist group as well. These are but a few examples. This paper will instead
underline how ISIS is more similar to a protean organization and how its warfare
can be better described as ‘hybrid’, which is a contemporary notion referring
to irregular warfare.
The second goal of this paper is to contextualise the notion of ‘hybrid warfare’
and elucidate the nature of irregular warfare using the ISIS case study. Therefore,
the essay is focused on specific topics related to irregular warfare, such as the
relationship between terrorism and insurgency, the use of technology and the
use of complex terrain. However, it should be noted that some of those features
could be used to describe even other irregular groups such as al-Qaeda10 and
the Taliban.
Focusing on irregular warfare is crucial in order to understand contemporary
strategic landscape because since the end of Cold War several scholars have
analysed contemporary conflicts concluding that the most prevalent form of
warfare is somehow irregular, that is, non-state actors against State. Martin van
Creveld was one of the first scholars to recognize this trend and provided the
definition of LICs (Low Intensity Conflicts), a term widely used in the eighties to
refer to a number of operations, from peacekeeping to counterinsurgency. Aside
from the idea that LICs are fought by non-state actors, Creveld singled out three
features of this type of conflicts: they are fought in underdeveloped countries,
with low-tech weapons, and they blur the distinction between civilians and
military.11 The latter is a central element of Kaldor’s ‘new wars’ notion based
on ethnic identities and global economy. According to Kaldor, the main cause
of the war change lies in the erosion of state prerogatives largely due to the
effects of globalization. Therefore, compared to the ‘old wars’, ‘new wars’ differ
in three fundamental elements: the purposes, because ‘new wars’ would not be
SMALL WARS & INSURGENCIES
209
driven by ideological motives or geopolitical interests, but by identity politics,
that is, the claim of power on the basis of an alleged identity; combat methods,
because ‘new wars’ seek to achieve their goal not through fighting frontal clash
between two conventional armies, but through controlling the population; the
economy, because it is decentralized, with high unemployment and closely
linked to external resources and criminal activities.12 Lind et al. have introduced
the notion of ‘Fourth Generation Warfare’ describing modern irregular conflicts
as the modern evolution of insurgency. Fourth Generation Warfare is characterized by five different elements: the battlefield includes the entire society;
it emphasizes the operations of small contingents; it gives less importance to
logistics; since forces are small, the manoeuvre is a central element; destroying
the enemy morale becomes more important than doing it physically.13 Several
other scholars have suggested different definitions to describe modern irregular warfare, such as Three blocks war,14 Open Source Warfare,15 Grey Wars16;
however, the notion provided by Frank Hoffman of hybrid warfare epitomizes
a clearer, more exhaustive and more adequate definition for the purpose of
this essay because it points out three elements – relation between terrorism
and insurgency, use of technology, urban battlefield – that represent crucial
features of modern conflicts.
Nevertheless, the notion of hybrid warfare has two main shortcomings. First,
scholars have used it to refer to two very different kinds of conflicts. Russia’s
operations in Ukraine and Crimea in 2014 have been labelled by some Western
scholars as ‘hybrid warfare’. On the other hand, more than ten years ago, the
notion of hybrid warfare was suggested in order to describe the way in which
non-state actors fought: a mix of regular infantry tactics using modern anti-tank
weapons, guerrilla tactics with small groups of fighters and terrorist tactics. The
latter is the notion explored in this paper. Secondly, this second significance
highlights one of the main problem of contemporary strategic thought, that is
‘historical illiteracy’, because hybrid warfare is just a new conceptualization of
irregular warfare that, historically, has been the norm and even the so-called
state-on-state conflicts from the Early Modern period had prominent irregular
features.17 Therefore, the paper will also single out novelty and continuity of
irregular warfare.
While a variety of definitions of the term ‘irregular warfare’ have been proposed, this paper uses the definition suggested by Charles Edward Callwell,
who defined it as ‘all campaigns other than those where both the opposing
sides consist of regular troops’.18 Moreover, according to Carl Schmitt, the terms
‘regular’ and its opposite ‘irregular’ have to be understood within the framework
of modern state regularity: ‘The distinction between regular and irregular battle
depends on the degree of regularity [Präzision des Regulären]. […] the force and
significance of his irregularity is determined by the force and significance of
the regular that is challenged by him’.19 Accordingly, this paper uses the term
‘irregular warfare’, which, on the whole, refers to non-state actors’ warfare.
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A. BECCARO
According to the definition provided by Frank Hoffman, hybrid warfare incorporates a full range of different modes of warfare including – conventional
capabilities, irregulars tactics, terrorist acts and criminal activities – uses different kinds of weapons – from small arms to more sophisticated missiles to
propaganda and media coverage – and is based on four key elements that also
describe well ISIS warfare.20
Firstly, in hybrid wars, regular and irregular elements blur into the same force
and the irregular component attempts to become decisive.21 This essay does not
purposely deal with this feature, because it will naturally come to light through
the analysis of the other three features. Secondly, as hybrid warfare blurs regular
and irregular tactics, terrorism can become the main fighting method. In the
next paragraph, focus is placed on the links between insurgency and terrorism,
defining ISIS warfare as a modern form of insurgency. Thirdly, hybrid groups use
modern technology ‘to avoid predictability and seek advantage in unexpected
ways’.22 As the paper shows in the second paragraph, ISIS has been able to
use modern technology in order to build new kinds of weaponry and devise
different ways of attack, mainly suicide attacks. Finally, hybrid wars, like every
irregular wars, make good use of complex terrain. The paper takes into account
why modern irregular fighters have preferred to use urban areas.
ISIS Warfare: Terrorism as an Insurgency Tactic
One of the major problems of defining ISIS is related to its nature. Too often,
media, research papers, essays and books refer to ISIS as a terrorist group, but
this definition is misleading; however, defining correctly their own enemy is
a key step for Western governments in order to design proper and effective
countermeasures. Although in the academic literature a precise definition of
both terrorism and insurgency has proved elusive, they are very different kinds
of threats that needs two very different sets of countermeasures.
Despite the fact that ISIS uses terrorism as a tactic, it is a mistake to define
ISIS as a terrorist group for at least two reasons. Firstly, from an historical point
of view, ‘pure’ terrorist groups, such as Brigate Rosse and Rote Armee Fraktion,
do not hold terrain as ISIS does. Secondly, insurgent groups have always used
guerrilla tactics and terrorism interchangeably because insurgency includes
both. These two topics are discussed in depth in the next two paragraphs, which
help to describe ISIS as an insurgent group.
ISIS and Control of Terrain
‘Pure’ terrorist groups generally have only dozens or hundreds of members, do
not hold territory, and cannot directly confront military forces. In contrast, at its
peak ISIS has had some 30,000 fighters, has held territory in Iraq, Syria and Libya,
and has maintained extensive military capabilities engaging in sophisticated
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military operations. As a result, according to Cronin ISIS ‘is a pseudo-state led by
a conventional army’.23 Moreover, ISIS is well linked to local populations, and it
represents a self-sustaining financial model24 thanks to its means of financing,
which include: extortion, theft, bank looting, human trafficking (including kidnapping for ransom),25 control of oil and gas reservoirs, smuggling of cultural
and historical artefacts, taxation of the local population and goods transiting
territory controlled by ISIS and donations by private individuals or non-profit
organisations.26
ISW (the Institute for the Study of War) describes ISIS control of terrain using
three rings: The ‘Interior’ ring (i.e. Jordan, Israel, Palestine, Lebanon, Syria and
Iraq) is ‘where ISIS focuses its main effort to defend […] its so-called “caliphate”’.
In Syria and Iraq, ISIS has used local resources (mainly water) to control the
population and local geography (i.e. the desert) to improve its warfare.
The desert between Iraq and Syria, where security forces have been scattered,
has allowed ISIS to use its superior mobility both to defend itself against Western
air power and to create the element of surprise due to its mobility and the good
quality of the road network. With regard to water, between summer 2014 and
spring 2016, ISIS used water as a weapon thanks to its control of almost the
entire Euphrates Basin in Syria and of several square kilometres in the north of
Iraq, and of several square kilometres of the northern stretch of the Tigris. Even
if it was unable to maintain control over every piece of strategic infrastructure,
it controlled several dams. ISIS used this control in different ways: reducing the
flow of water to specific areas, putting pressure on the local population and to
win their support and slowing down the enemy army. In addition, dry rivers and
channels can be easily forded, allowing ISIS to move unpredictably around the
battlefield and reducing the strategic role of bridges. Moreover, controlling dams
allows ISIS to present itself as a proto-state because it offered services (water
and electricity) to the population it ruled while it also gained taxes.27
The second ring, ‘Near Abroad’, is the area historically held by Arab rulers’
(from Morocco to Pakistan) where ISIS is attempting to expand its influence. ISIS
operations in Libya and Sinai represent a good example of this kind of operations
that could at times be transformed into a more steady presence, such as in Sirte
between 2015 and 2016. The third ring is the ‘Far Abroad’ (Europe, the United
States, Southeast Asia and cyberspace), where ISIS is carrying out sporadic but
bloody terroristic attacks,28 such as those in Paris and Brussels.
These three rings of political organization could represent a sort of overstretching for a relatively small and young group such as ISIS, but this is only
partially true. First of all, even if ISIS does not have territorial continuity, except
for areas in Syria and in Iraq, historically speaking, territorial continuity has not
always represented a key element for political organizations, as the European
colonial empires of the eighteenth, nineteenth and twentieth centuries have
demonstrated. Secondly, ISIS is a true global organization, it does not define
itself by geographical boundaries, and it asserts to represent a faith,29 i.e. Islam,
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not a territory or people, as the nationalism or communism did. Terrorism is
functional for this kind of non-territorial organization that, regarding the whole
world as a target, needs an effective and agile tactic.
Terrorism as a Tactic
ISIS has used terrorism extensively as a stand-off weapon in order to terrorize the
population, to harass the enemy, to create insecurity and to project the power
of the group outside the main theatre of operations. Examples of this use are
the Paris and Brussels attacks, as well as the attacks in Baghdad, the attacks on
21 February 2016 that hit both Damascus (four blasts in the southern suburb of
Sayyida Zeinab, killing at least 83 people) and Homs (a double car bombing that
killed 57 people), and that on 12 November 2015 in Beirut, when two suicide
attacks rocked a stronghold of Hezbollah, killing 41 people.
As previously stated, the control of terrain is one of the key elements for distinguishing between a ‘pure’ terrorist group and an insurgent group that uses
terrorism as a tactic. According to Seth Jones irregular groups need to decide
on a strategy and employ a range of different tactics from guerrilla warfare to
terrorism.30 However, this does not mean that the tactic of terrorism vanishes
during an insurgency. Influential studies on insurgency have underlined the
relevance of terrorism in such contingencies. It is crucial to understand the
continuum between insurgency and terrorism, a link that is highlighted by the
majority of distinguished scholars of insurgency.
According to Trinquier, terrorism is the main weapon of an insurgency for
two reasons. First of all, it permits insurgents to fight effectively with the few
resources they have. Secondly, the most important element for victory is the
unconditional support of the local population. Since only rarely does such support exist, and, in any case, insurgents need it to last, ‘it must be secured by
every possible means, the most effective of which is terrorism’.31 Furthermore,
Thompson32 underlined the key role played by ‘selective terrorism’ during a communist insurgency, and Kitson33 recognised the role of terrorism in low-intensity
operations. According to Galula, the first step in an insurgency is blind terrorism
such as bombings, arson, assassinations in order to achieve the greatest psychological effect at the cheapest price and ‘to get publicity for the movement
and its cause, and […] to attract latent supporters’.34
From these ideas, two features descend that help better understanding of
both links between terrorism and insurgency and ISIS warfare. First of all, the
problem of resources: Irregular fighters have few resources and consequently
choose terrorism because it is cheap. Resources are key elements for explaining
irregular warfare, because, according to Kias, the distinction between different
types of irregular warfare rests on ‘resources and the ability to translate them into
effective capabilities’.35 Thus, terrorism is just one kind of warfare that a group
could use in order to achieve its goals, and, depending on the context, terrorism
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213
could be used either as the only kind of warfare aimed at starting an insurgency
(this is, for example, the idea of theorists of terrorism, such as Bianco, Pisacane,
Most and Heizen)36 or as a tactic during an insurgency. Indeed, ISIS represents
the most modern case of the latter because it started as a terrorist group, and
then it was able to transform itself into an insurgent group.
The second feature is the use of terrorism as a means to gain support from
the local population. From an historical point of view, in order to gain support
from local communities, insurgent groups have resorted ‘to terrorism to compel
such support. In the twentieth century, terrorism [became] an orthodox part
of guerrilla strategy’.37 Therefore, terrorism is a tactic meant to serve a strategy
of coercion38 and designed to demoralize the enemy, extort the support of
the population and exact its unswerving loyalty. Whiteside has shown that ISIS
used terrorism as a targeted killing tool in Iraq in order to remove ‘the links
tying the government to the people’.39 He counted a total of 312 members
of the Awakening movement (the Sunni and tribal movement that expelled
al-Qaeda fighters from al-Anbar province prior to and during the Surge) killed
between 2007 and 2013 in Baquba, the capital of Dyala province, and ISIS
claimed responsibility for 153 of them. The same source analysed data from
other Iraqi provinces and cities has found similar patterns. The exception is the
city of Mosul because, there, an Awakening movement has simply never existed
due to the fact that, since 2004, ISIS has had strong and deep roots in that area.
However, ISIS launched a series of attacks in the area of Mosul against the Iraqi
Security Forces, a campaign that scored the highest level of violence in the entire
country. This was especially true of the so-called Soldiers’ Harvest Campaign in
summer 2013, when ISIS targeted Iraqi Security Forces by using intimidation
and displacement.40
Kalyvas has recognized that terror and terrorism are means that a group
could use in order to enhance its ability to: establish order in an area where
anarchy is dominant, police the territory and govern the territory offering goods
to the local population.41 Terrorism remains a basic tactic used by insurgents
whenever they need it, a method that ‘can be used in a variety of strategies,
including a strategy of insurgency’.42 As a result, ISIS has not been innovative in
using terrorism as a coercive tool, but its use has to be framed in the context of
an insurgency without clear territorial boundaries.
ISIS and Technology: From Bombings to Suicide Attacks
Hybrid/irregular groups has always made an extensive use of existing and available technology. The problem lies in the ability of the irregular groups to learn
and change their tactics in response of shifting circumstances.43 To explain the
unconventional use of modern technology, Itai Brun has used the notion of
Other RMA,44 that is, the use in unexpected ways of common and low technology to counterbalance Western superiority in technology. While the United
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States and Western countries use state-of-the-art technology and spend billions
on research and development, hybrid groups use instead technology that could
easily be found in the global market in order to avoid predictability and seek
advantage in unexpected ways.
Clausewitz warns that war is an interaction between two forces that try to
overthrow each-other, it follows that war is ‘the collision of two living forces’.45 In
contemporary hybrid warfare, one result of this interaction between living forces
is a different use of technology, because in order to develop its global strategy
and improve its fighting capabilities ISIS does not use the leading-edge technology, instead it uses existing, common and basic technology in several ways.46
One way is its extensive use of online media, such as forums, blogs, social
media, online reviews, (e.g. Dabiq magazine) and videos.47 Although this paper
cannot thoroughly deal with this topic, at least three elements are noteworthy:
ISIS has been building its media capabilities for over a decade; unlike similar
jihadist groups, ISIS has controlled territories, and this has given it the ability to
speak directly to the local population, which explains why the majority of ISIS
media products are related to governance, religion and similar topics48; finally,
ISIS has been able to use Western mainstream media to spread its key messages,
to attract foreign fighters, and its well-produced propaganda.49 Twitter seems to
be the most used social network,50 but ISIS holds countless accounts on several
social media platforms: Kik, Telegram, WhatsApp, Wickr, Zello. Consequently,
ISIS has launched a psychological war of text, images and iconography that
it has spread widely, pursuing a multiplier effect that seems to magnify and
celebrate its exploits over its actual results on the ground.51 ISIS has integrated
social media into a wider media strategy.52
A second sector where ISIS shows great ability to use modern technology
in order to generate the element of surprise and to strike the enemy unexpectedly is linked to the extensive use of suicide attacks. According to Tosini,
between 2003 and 2010, ISIS (at that time called al-Qaeda in Iraq and later ISI)
conducted 1321 suicide attacks (another database counted 1729 attacks53).
This is an astonishing record as, since 1981, the same source has counted 2713
attacks globally.54 In 2011 and 2012, the average was about 5–10 suicide attacks
per month, but, along with the so-called Breaking the Walls campaign, the number increased to 30 attacks a month.55 Since April 2013, suicide attacks have
increased significantly and have played a key role in ISIS warfare even during
its most complex operations.
ISIS’ extensive use of suicide attacks could be explained with two main reasons: they are an effective and low-cost weapon; they represent a low-cost way
to strike the desired target with precision, however, explaining suicide attacks56
as a kind of PGM (precision-guided munitions) is not a new idea.57
The modern strategic environment requires weapons with good survivability, capable of going undetected and being failure-proof in striking a target
precisely. The precision of the strike is a key feature because it represents a way
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215
to obtain the desired result at lower costs. A suicide attack is less risky than any
other attack methods because the fighter cannot be arrested or interrogated,
giving the organization better survivability. From ISIS’ point of view, a suicide
attack is a low-cost irregular version of a Western stand-off weapon, because a
suicide attack cannot be defused by the enemy, and a suicide fighter can carry
out a deep penetration, tactically similar to that of a cruise missile, allowing
irregular fighters to strike areas far beyond the main theatre of operation.58
According to Lewis, suicide attacks appear to be a ‘technological solution
to a practical problem’.59 Instead of installing high-tech devices in their bombs
(as the United States does), irregulars use a ‘human guidance system’60 that
may be even better than a technological one because the attacker can make
adjustments based on the current tactical situation while travelling towards
the target. Thus, the ‘human guidance system’ enables one to strike the target
accurately and to hit difficult and well-protected targets.
ISIS has used foreign fighters and even children as a ‘human guidance system’.
The use of children is unfortunately not new in modern irregular conflicts, but,
according to recent research, the use of children by ISIS ‘is more widespread than
previously imagined. Indeed, the rate of youth deaths in the Islamic State’s name
between January 2015 and January 2016 is more than twice the most regularly
cited estimate’.61 During the same period, 89 children of different ages died in
the name of ISIS. The majority of them (39%) died during vehicle-borne improvised explosive device (VBIED) operations. Thirty-three per cent were killed as
foot soldiers during ground battle, while 18% attacking the enemy position.62
Another key factor that explains the extensive use of suicide attacks by ISIS is
that it is a low-cost weapon because the attacker does not need advanced and
long training. Furthermore, ISIS can find suicide fighter without problem due
to the huge flow of foreign fighters willing to sacrifice their lives.63 Moreover,
components for suicide vests or vehicles can easily be found both in the theatre of war and on the global market. Recent research has shown how ISIS can
manufacture ever more sophisticated bombs using components from countries
around the world.64
Turning now to ISIS’ extensive use of SVBIEDs (suicide vehicle-borne improvised explosive device), it underlines ISIS’ ability to use low technology to create
the element of surprise and improve its battlefield efficiency. SVBIEDs have the
same advantages of suicide attacks, but they increase ISIS’ fire power. For this
kind of operation, ISIS uses vehicles seized in and around battlefield, such as
Humvees and other military vehicles that are very well suited because their protective armoured plating prevents defenders from killing the drivers before they
can detonate their loads, while the vehicles’ capacity to carry enormous amounts
of weight means the Islamic State can sometimes pack in a ton of explosives.65
Using vehicles as suicide attack tools is not a novelty. During the first stages of
the war in 2003, such car bombs were very common. Then, the use of modified
civilian trucks and cars with armour sheeting to create a sort of armoured vehicle
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A. BECCARO
arose because the suicide driver is protected from small arms fire, allowing him
to approach his target before triggering the device. ISIS has developed a talent
for modifying these vehicles66 by adding additional armour, grill defences in
order to allow anti-tank missiles detonate before striking the vehicle and metal
structures in front of the vehicle in order to break enemy defence systems. All
of these modifications are the results of years of war and of military experience
and serve to improve the defence capabilities of vehicles that, in this way, are
then able to overtake enemy defence lines and explode where they have to.
One of the best examples of the use of these vehicles is the battle for Ramadi
in May 2015. Iraqi soldiers were attacked by a heavily armoured bulldozer. Having
no anti-tank missiles, they were helpless against the bulldozer that started to
remove the concrete barriers on the road to their base. When the road was clear,
trucks, which had been armoured and transformed into vehicle-borne bombs,
arrived and detonated, opening the way for ISIS foot soldiers.67
The protection derived from this armour sheeting is just one of the several
reasons why ISIS uses this kind of vehicle and why it might prefer the military
ones. The other reasons are: explosive force, because a Humvee’s payload can
easily support a ton of explosives, which is much more than a civilian pick-up
or lorry; mobility, because the Humvee was designed to carry troops and gear
off-road, enabling a suicide driver to approach a target from virtually any angle.68
A third way to use technology in order to improve ISIS warfare fighting capabilities is related to drones. Despite the fact that the global market offers several
kinds of drones, their operation capabilities are incomparable with those of
Western military drones. However, ISIS and irregulars do not need the same
level of technology, because they use it differently. Although, to date, the use of
‘irregular drones’ has not been so widespread, examples of their use by irregular
groups exist. According to Bunker, since 2001, al-Qaeda and affiliated groups
have used drones in six different operations, while Hezbollah leads this special
ranking with seven operations. As ISIS is the youngest group, it has used drones
only in four operations, but in a shorter period of time – the data collected by
Bunker ended in spring 2015, and the first ISIS drone operation was in August
2014. ‘Such groups are still very much in an experimental phase of using these
craft […]. Still, their use by terrorist and insurgent groups is increasing’.69
With regard to ISIS, Bunker reported four different operations in 2014 in
Falluja, Raqqa and Kobani.70 Videos recorded during each of these operations
were then used for propaganda. Although the most common use of drones, and
probably the most efficient one at this technological stage, is for reconnaissance
and surveillance, two recent incidents have raised questions about risks related
to this kind of weapon. On 12 October 2016, two Peshmerga were killed and
two French Special Forces soldiers were severely wounded when they tried
to examine an ISIS drone that they had shot down near Erbil. Allegedly, this
could be the first incident that involves a drone from an irregular group and
Western military casualties. In June 2017, a US-led special operations force near
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217
the Syria–Iraq border was struck by a missile fired from a drone. This marked
an abrupt escalation from the usual ISIS attacks with off-the-shelf commercial
drones dropping grenade-sized munitions. However, recent data suggest the
increasing trend in the use of drones: in February 2017 alone, ISIS executed 15
drone attacks in Iraq in just two days.71
Even if the Pentagon has called for research on counter-drone systems, has
already deployed a drone-jamming gun in Iraq and has instructed American
troops to treat any downed drone as an explosive device,72 the threats remain,
and those accidents could represent just the first step towards a ‘flying IEDs era’,
as Hammes has explained.73
A fourth way of using modern technology is related to different kinds of
missiles: anti-ship missiles used by Hezbollah against Israel during the war in
Lebanon in 2006, rocket attacks by Hamas against Israel, ground-to-air missiles
and anti-tank missiles in the Syria and Iraq wars.74 ISIS has used rockets and
artillery during some of its operations and, to a lesser extent, missiles that could
be used during urban battles or to degrade air superiority with some kind of
MANPADS affecting the joint capacity of Western forces and their local allies.
Needless to say, such capabilities related to both anti-tank and anti-aircraft missiles could represent a game changer for a hybrid group; ISIS has used not only
missiles, but also artillery in support of its offensive operations. It is a fact that,
according to Knights, artillery barrages were used during the 3 August 2014
attack on Zummar and Kisik, west of Mosul and near Zowiya, between Baquba
and Samarra, during the so-called Dhuluiya offensive in 2014.75
Finally, a fifth sector where ISIS was able to use modern technology to improve
its military capabilities is related to rifles and machine guns. A recent study has
revealed many different weapons, such as tele-operated rifles, developed by
ISIS and other irregular fighters in Syria, Iraq and Libya in order to support and
augment their forces in battle. ISIS has used at least four tele-operated sniper
rifles in Iraq and Syria. The fact that ISIS has focused on sniper rifles is interesting
because it could represent a way of adapting to its preferred battlefield, that is,
the urban one, where the sniper is more effective and simpler to use.76
ISIS and Urban Warfare
When ISIS fights in urban areas, it basically uses three different approaches
related to its goals. In urban areas that ISIS does not want to conquer, it uses
terrorism as a stand-off weapon, as has been explained above. When ISIS aims
at conquering the targeted urban area, it uses two approaches according to
city size: In smaller urban areas, it uses pinch manoeuvre with suicide vehicles
attacking from two sides, followed by jihadists wearing suicide vests and then
by a wave of lightly armed and highly mobile vehicles and foot soldiers. In
larger cities, ISIS combines its local allies and dispersed units with a great level
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of freedom of manoeuvre to infiltrate urban areas and to attack and weaken
security forces.
Another very effective tactic during ISIS urban operations is sniping.
Traditional sniping is a complex military operation that needs special weapons
and training. However, as West has noted, the irregular urban sniper has at least
two advantages: The shooting range is shorter allowing the sniper to not be
highly trained; the sniper can use a regular rifle or gun; moreover, the shorter
distance. The second advantage is that the camouflage is simpler because it is
enough to dress as a normal civilian and to pass unnoticed.77 Furthermore, ISIS
uses snipers as a propaganda tool.78 The extensive use of sniping also explains
why the group has used several types of tele-operated rifles, as stated above.
These rifles could be hidden in buildings to target the surrounding area and
be controlled remotely from a safe location, thereby evading artillery fire or
air bombings.
Another typical ISIS tactic is saturating buildings with bombs and IEDs in
order to slow down the enemy advance and to impede any quick return to
normal life. In light of this, the experience of Chechen fighters is crucial, because
they, due to their experiences in Grozny against the Russian army, learned how
to defend a city and how to render its conquest very expensive for a regular
army. During the Russian invasion, Chechen rebels built a concentric three-ring
defence system, and then they dug trenches and created a complex underground tunnel system.79 ISIS is using similar defences around Mosul and Raqqa,
and experience in Tikrit and Ramadi has only confirmed the difficulties in conquering this kind of defence.80
Knights has shown that, on the offensive, ISIS warfare is based on the element
of surprise, probes, feints and shock. Consequently, mobility and deception
allow ISIS forces to achieve local superiority.81 Surprise, unexpected actions
and non-conventional use of known technology and weapons underline that
irregulars fight with what they have, and the best way to do so is by using
complex terrain and tricks or by using a well-known political metaphor, like
being a ‘cunning fox’.82
Cunning is practical knowledge that mixes deception, good timing and surprise in order to take advantages.83 Cunning allows the weak to compensate for
its inferiority in numbers and weapons and is a central aspect of the irregular
warfare concept.
Historically speaking, the cunning fox has used a broad range of tricks, like
ambushes, surprise, speed, night operations, terror and a different use of time
and space. For this paper, the most important trick is the use of complex terrain,
such as urban areas, because they help the defendant to balance the forces.
Today, the most common complex terrain is the urban one due to two aspects.
There is the physical aspect because streets, buildings, tunnels and similar infrastructure create a three dimensional space with several places to hide bombs
and snipers, and where it is difficult for a regular army to maintain unit cohesion.
SMALL WARS & INSURGENCIES
219
There is the social aspect because, inside the city, there are civilians, criminals
and reporters. This produces two problems: The Army has to maintain social
order and, in so doing, to operate like a police force; it is really difficult to spot
the enemy.84 Consequently, Spiller has described the urban environment as
‘dynamic’85 because it reacts to military operations.
As far as the use of complex terrain is concerned two elements need to be
considered: the physical aspect (kind of terrain, climate and transportation-communication system) and the human dimension (demography, socio-economic
conditions, political culture and ethnic and religious factors).86 As for the human
dimension, the essay has already tackled this topic in the paragraph on terrorism and counterinsurgency stressing that one key element of ISIS’ success has
been its ability to tap into Sunni Arab fears and resentment of Shiite leadership
in Iraq.87 As for the physical aspect, throughout history, every irregular warfare
scholar has stressed the idea of using mountains, forests and swamps in order
to impede the better equipped, better trained and better armed regular force.
Terrain is a crucial factor in the evolution of an insurgency, along with human
factor, supplies and outside support.88 Today, complex terrain is represented by
urban areas for at least two reasons. First of all, as of 2010 the majority of the
world population has been living in urban areas.89 This is a huge security threat
because, and this is the second reason, urban areas represent a very favourable
environment for terrorism.
Although strategic thought has always warned conventional armies to avoid
urban battles, cities have always been an important target in war because of
their economic and political roles or because of their strategic and geographical
positions.
Theorists like Lawrence and Mao suggested leaving the control of cities to
regular forces because cities are only a minor part of the entire country, and so
irregular fighters could focus their efforts elsewhere. Counterinsurgency doctrine, instead, focuses on the control of cities for three reasons: strategic, because
population control is fundamental and is simpler and cheaper to achieve inside
the city thanks to curfews and checkpoints; economic, because cities are economic centres where it is easier to obtain taxes; political, because the universities
and media offices are in the city. As a consequence, the insurgent’s strategy
uses urban terrorism to distract regular forces and to leave them focused on
cities while irregulars continue to grow outside.90 ISIS seems to follow the same
pattern because ‘rural belts surrounding the city are often more actively contested by Islamic State’ than urban areas where ISIS has used snipers, mobile
shooter teams and improvised minefields more to slow than to stop an advancing force.91 In contrast, during the battles in Mosul and Raqqa ISIS has defended
fiercely its positions.
However, this does not mean that hybrid fighters are not interested in urban
warfare doctrine. On the contrary, throughout history, they have developed
a huge bibliography on how to operate within urban areas. For example, the
220
A. BECCARO
Italian revolutionary Carlo Pisacane (1818–1857) thought that irregulars had to
exploit old districts and narrow winding streets by creating several and concurrent outbreaks.92 Carlos Marighella (1911–1969), a Brazilian Marxist revolutionist
well-known for his Minimanual Of The Urban Guerrilla, stressed the importance
of cities due to the presence of several soft targets (shops, banks, public offices),
and he understood very well the importance of media and their ability to amplify
every single attack. He suggested organizing units into small mobile shooter
teams of four or five men able to use their mobility to launch attacks from every
direction and with unpredictability.93 Abraham Guillén (1913–1993) considered
the crucial role of unemployed youth inside big cities and thought that irregulars
did not have to have fixed bases inside a city, but they had to keep moving and
then fight together. To be effective, insurgents have to appear and disappear
in order to create insecurity.94
From this brief history of strategic ideas on the relationship between irregular
warfare and the urban area, it is possible to see how ISIS has used some of the
same tactical concepts: unpredictability, great mobility, small groups and so on.
As far as it is known, ISIS derives its urban warfare doctrine from books such
as Practical Course for Guerrilla War, a sort of manual for jihadist groups to fight
the modern guerrilla. Although much of its content is a simple re-statement of
classic ideas on guerrilla warfare, it devotes several pages specifically to how
to operate in cities where there is a plurality of targets, most notably economic
ones. It indicates as many as 12 advantages of urban operations, including that
of affirming the credibility of the group in the society, as the urban operations
are witnessed by everyone, including the media.95
Conclusions
It is impossible to completely describe ISIS warfare in a short essay, but this
paper has shed light on some features that not only may represent the most
dangerous ones, but also a possible trend in the evolution of irregular warfare
in the light of modern technology and strategic landscape.
Irregular groups throughout history have always used a combination of conventional and unconventional tactics, a mix of terrorism and guerrilla tactics.96
ISIS is just the most recent example of irregular groups using this kind of warfare, which refers extensively to terrorism because it is a cheap tool to achieve
goals. However, terrorism has always been an integral tactic of insurgency, which
includes terrorism, guerrilla warfare, mass protest or any combination of these
determined by local, strategic, tactical, economic conditions of the irregulars
rather than by their strategic conceptions.97 When regular forces extensively
outnumber insurgents or the terrain is not favourable for guerrilla warfare, the
only tactic that remains is terrorism. The latter is also a useful tool to compel
the local population to collaborate with the insurgents, to eradicate the local
government from the territory and, consequently, to rule the targeted area.
SMALL WARS & INSURGENCIES
221
Another interesting feature of ISIS warfare is related to the use of modern
technology in surprising ways – suicide attacks represent the best example.
They have become the ISIS trademark, a kind of ‘hybrid’ PMG that can be used
with high precision in different tactical situations, enabling ISIS to use terrorism
tactics more efficiently and in a broader strategic and geographical context. The
nature of warfare has always shifted over time, but the novelty of contemporary irregular warfare is related to the interconnectedness of the modern world
(information technology and communication) that caused an escalation of the
pace of change. In the past irregulars acted in isolation but today they could
find strategic, operational and tactical lessons on the Internet.
Finally, urban areas represent the modern battlefield, and ISIS has demonstrated itself as being very adaptive, using the advantages offered by this kind
of battlefield and attacking and defending cities by using both terrorism and
more conventional tactics.
Hybrid warfare theory is interesting because it supposes the idea that regular
and irregular elements blur. However, this study has shown that several features
of ISIS/hybrid warfare are not real novelties because terrorism has always been
integral part of an insurgency, because irregular groups have always used kind
of complex terrain, even urban terrain and used technology in unexpected way.
Consequently, the study helps to not fall into the trap of treating the present as
if it was sui generis, something completely different from the past. It is beyond
question that ISIS has some new elements, for instance the extensive use of
terrorism and suicide attacks and of media and the Internet for propaganda
purpose; however, it represents a contemporary evolution of irregular warfare,
rather than a real new kind of threat, which has significant elements of continuity. Therefore, studying ISIS and hybrid warfare helps to increase our historical
awareness about the nature of irregular conflicts.
Moreover, studying ISIS warfare in the light of hybrid warfare theory the
paper has helped to grasp some key trends in contemporary irregular warfare
such as an increasing role of terrorist tactics and of urban space, and a more
widespread use of modern technology regarding use of drones, suicide attacks
and the Internet.
ISIS is not the only hybrid group, but, so far, it has been probably the most
successful one, especially in North Africa where it has conquered the city of
Sirte and is waging an insurgency in the Sinai, and Middle East where it has
conquered vast areas of Iraq and Syria. Therefore, studying its warfare helps
us better understand its military capabilities and find the necessary and right
countermeasures, which cannot be based just on counterterrorism, but they
have to include counterinsurgency elements and a broader political approach.
Notes
1.
Lister, The Islamic State; Cockburn, The Rise of Islamic State.
222
A. BECCARO
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
38.
39.
40.
41.
42.
43.
44.
45.
Clausewitz, On War, 88.
Some examples of this approach are: Weiss and Hassan, Isis: Inside the Army; Stern
and Berger, Isis: The State of Terror; Ryan, ISIS: The Terrorist Group that Would be a
State; Davis, Women in Modern Terrorism.
Global Terrorism Index, 50.
ICG, Counter-terrorism Pitfalls.
Cohen, “Between Imagined Reality”.
Saideman, “The Ambivalent Coalition”.
Singh, “A Preliminary Typology”.
Kettle and Mumford, “Terrorist Learning”.
Byman, Al Qaeda, the Islamic State.
Creveld, The Transformation of War.
Kaldor, New and Old Wars.
Lind et al., “The Changing Face of War”.
Krulak, “The Strategic Corporal”.
Robb, Brave New War.
Mazarr, Mastering the Gray Zone.
Echevarria, Operating in the Gray Zone.
Callwell, Small Wars, 21.
Schmitt, The Theory of the Partisan, 3.
Hoffman, Conflict in the 21st Century, 8.
Ibid.
Ibid., 16.
Cronin, “ISIS is not a Terrorist Group,” 87–98.
Johnston et al., Foundations of the Islamic State.
Loertscher and Milton, Held Hostage.
FATF, Financing of the Terrorist Organisation.
Lossow, Wasser als Waffe.
Gambhir, ISIS Global Intelligence Summary, 1.
Barrett, “The Islamic State Goes Global,” 1–4.
Jones, Waging Insurgent Warfare.
Trinquier, Modern Warfare, 8.
Thompson, Defeating Communist Insurgency.
Kitson, Low Intensity Operations.
Galula, Counterinsurgency Warfare, 39; see also Galula, Pacification in Algeria.
Kiras, Irregular Warfare: Terrorism and Insurgency, in Baylis et al., Strategy in the
Contemporary World, 231–232.
On this point, see: Beccaro, “Carlo Bianco and Guerra per bande,” 154–178; Garrison,
“Defining Terrorism,” 259–279.
Ney, Guerrilla Warfare and Modern Strategy, in Osanka ed., Modern Guerrilla
Warfare, 32 (my Italics).
Betts, “The Soft Underbelly of American Primacy,” 19–36.
Whiteside, “The Islamic State and the Return of Revolutionary Warfare,” 743–776.
Lewis, AQI’s ‘Soldiers’ Harvest’ Campaign.
Kalyvas, “The Paradox of Terrorism in Civil War,” 97–138.
Metz, Rethinking Insurgency, in Rich and Duyvesteyn, ed., The Routledge Handbook
of Insurgency and Counterinsurgency, 38.
Katagiri, Adapting to Win.
Brun, “While you’re Busy Making Other Plans,” 535–565.
Clausewitz, On War, 77.
SMALL WARS & INSURGENCIES
223
46. Cohen, “Between Imagined Reality and Real Terrorism,” 3–21; Zelin, “Picture or it
Didn’t Happen,” 85–97.
47. Ingram, “The Strategic Logic of Islamic State Information Operations,” 729–752.
48. Milton, Communication Breakdown.
49. Williams, Islamic State Propaganda and the Mainstream Media.
50. Klausen, “Tweeting the Jihad,” 1–22.
51. Cohen, Digital Counterinsurgency: How to Marginalize the Islamic State Online, in
Burns and Price ed. Blind Spot, 128.
52. Lombardi, “Islamic State Communication Project,” 99–133.
53. Seifert and McCauley, “Suicide Bombers in Iraq,” 803–820.
54. Tosini, Martiri che uccidono, 12.
55. Lewis, Al-Qaeda in Iraq Resurgent, 7.
56. The following paragraph is a brief excerpt of previous research: Beccaro and
Bertolotti, “Suicide Attacks,” 21–62.
57. Hoffman, The Logic of Suicide Terrorism, in Howard, Sawyer, Defeating Terrorism.
58. Bunker and Sullivan, Suicide Bombings.
59. Lewis, “Precision Terror,” 223–245.
60. Ganor, The Rationality of the Islamic Radical Suicide Attack Phenomenon, in Ganor,
Countering Suicide Terrorism.
61. Bloom et al., “Depictions of Children and Youth,” 29–32.
62. Ibid.
63. Dodwell et al., The Caliphate’s Global Workforce.
64. Conflict Armament Research, Tracing the Supply of Components; Bhojani, “How
ISIS Makes IEDS”.
65. Naylor, “The Islamic State’s Best Weapon”.
66. Here are some original photos: http://spioenkop.blogspot.it/search/label/
The%20Islamic%20State%20going%20DIY.
67. Ollivant, “The Rise of the Hybrid Warriors”.
68. Naylor, “The Islamic State’s Best Weapon”.
69. Bunker, Terrorist and Insurgent Unmanned Aerial Vehicles.
70. Ibid.
71. Plaw and Santoro, “Reaping the Whirlwind”.
72. Schmidt and Schmitt, “Pentagon Confronts a New Threat”.
73. Hammes, “The Democratization of Airpower”.
74. Vinson and Caldwell, “Violent Nonstate Actors Missile Technologies,” 116–123.
75. Knights, “ISIL’s Political-military Power in Iraq,” 1–7.
76. Bunker and Keshavarz, Terrorist and Insurgent Teleoperated Sniper Rifles.
77. West, Fry the Brain.
78. Cavanaugh, “Islamic State Wants you to Fear its Snipers”.
79. For an explanation of Grozny defence, see: Thomas, “The Caucus Conflict and
Russian Security,” 56–57; Kulikov, The First Battle of Grozny, in Glenn ed., Capital
Preservation.
80. Barfi, “The Military Doctrine of the Islamic State,” 18–23.
81. Knights, “ISIL’s Political-military Power”.
82. Machiavelli, Il principe.
83. Holeindre, “L’astuzia della volpe,” 93–103.
84. DiMarco, Attacking the Heart and Guts: Urban Operations Through the Ages, in
Robertson ed., Block by Block.
85. Spiller, Sharp Corners.
86. O’Neill, Insurgency and Terrorism, 71.
87. Terrill, “Understanding the Strengths and Vulnerabilities of ISIS,” 13–23.
224
A. BECCARO
88.
89.
90.
91.
92.
93.
94.
95.
96.
97.
Sollom, Nowhere yet Everywhere, in Osanka ed., Modern Guerrilla Warfare.
Kilcullen, Out of the Mountains.
Jardine, “The Insurgent’s Response to the Defense of Cities,” 1–15.
Mello and Knights, “The Cult of the Offensive,” 1–7.
Pieri, Guerra e politica, 199.
Marighella, Mini-manual of the Urban Guerrilla.
Guillén, Urban Guerrilla Strategy, in Chaliand ed., Guerrilla Strategies.
Cigar, Al-Qaeda’s Doctrine for Insurgency.
Arquilla, Insurgents, Raiders, and Bandits.
Merari, “Terrorism as a Strategy of Insurgency,” 213–251.
Disclosure Statement
No potential conflict of interest was reported by the author.
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