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Authors: Nicholas Blanford

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He cited Imam Hussein's martyrdom, weaving together the religious imagery and symbolism of that earlier struggle against injustice with the plight of the contemporary Lebanese Shias. “Does Imam Hussein accept this for his children?” he asked rhetorically.

Referring to the weapons on display, Sadr declared that “armaments are the adornment of men,” and he urged his followers to seize from the state what was rightfully due to them or to die in the attempt.

This was the language of “rage and revolution” that Sadr used to galvanize the Shia population of Lebanon, to stir the community from its apathy and slumber and instill within it a spirit of determination, pride, and a quest for justice.

Aql Hamiyah, at the time a student supporter of Sadr and who in the following decade would become the top military commander of the Shia Amal Movement, says, “There was a man and his name was Musa Sadr. It was Imam Sadr that woke up the sleeping giant that is the Shia of Lebanon.”

The Partisans of Ali

No one knows for sure where the forebears of Lebanon's Shia population originated or why they chose to settle in the mountains and valleys of the Levant. The paucity of recorded Shia history in this region attests to the community's traditional dislocation from the affairs of its confessional neighbors, the Maronites, the Druze, and the Sunnis, whose political and social struggles form the backbone of Lebanon's historical narrative.

Shiism arose from the disputed succession from the Prophet Mohammed after his death in
A.D.
632. Some of his followers believed that Mohammed's successor, the Caliph, should be chosen by consensus. Others argued that the succession should follow through Mohammed's family and that Ali, as the prophet's son-in-law, was the rightful heir. The title of Caliph was bestowed initially upon Abu Bakr, Mohammed's father-in-law and a close companion of the Prophet. Ali became the fourth Caliph, but for Ali's supporters—the Shiat al-Ali, or Partisans of
Ali—he was the first true Caliph, the beginning of a line of descendants known as Imams.

The “Twelver” Shia tradition holds that Ali was followed by eleven more Imams, the last of whom, Imam Mahdi, went into occultation to escape his oppressors. According to the Twelver Shias, the return of this last Imam, the “hidden Imam,” will lead to the end of the world and to their salvation. The Twelvers comprise the majority of Shia Muslims—including those of Lebanon and Iran.

Jabal Amil, the hill country historically bordered by Sidon in the north, Mount Hermon in the east, upper Galilee in the south, and the Mediterranean in the west, where much of modern Lebanon's Shia population lives, fell under the sway of the Ottoman Empire in the early sixteenth century. Given its passive rural existence and its relative isolation from the centers of power, Jabal Amil attracted little direct attention from the region's rulers. Under a relatively benign system, the tradition of Shia scholarship quietly flourished in the hill villages of the area. By the sixteenth century, Jabal Amil had emerged as the main center of learning in the Shia world, with many newly licensed
alim
, or scholars, settling in Iran, Iraq, and Mecca.

When Shah Ismael I, the Safavid ruler of Iran, introduced Twelver Shiism as the state religion in the early sixteenth century, he turned to the scholars of Jabal Amil to help promulgate the new faith. Adopting Shiism was intended to stabilize the Shah's new empire through a sense of religious kinship and to sharpen the front line against the rival Sunni Ottomans to the west. Dozens of leading scholars from villages in Jabal Amil and the Bekaa Valley traveled to Iran, settling there, marrying, learning Persian, and involving themselves in the rivalries and intrigues of the Safavid court. Thus began a linkage of families and learning between the Shias of the Levant and Iran that endures today. Ironically, however, the very success of the Jabal Amil scholars in preaching Shiism in Safavid Iran shifted the center of the faith from the Arab world to the powerful Persian Empire. In the eyes of Arab Sunnis, Shiism, already deemed heretical, was further tainted with a Persian hue, and its adherents were considered potential agents for the non-Arab Persians. Indeed, Jabal Amil's gradual decline as a center of Shia learning was due not only
to the ascension of the Safavids as a Shia power, but also to Ottoman suspicions that the Shias living within their domain were a potential source of collaboration with their Persian enemies. Such suspicions prevail today, with Hezbollah dogged by accusations from some Sunni Muslims that it is a Trojan horse carrying Iran's influence into the majority Sunni Arab Middle East.

Swift to Rebel

The conventional narrative of Shia history in Lebanon tends to dwell on the notion of the community's submissiveness, the passive assimilation of the browbeaten and hand-wringing “Mitwali” into a hostile Sunni environment. But the Shias were no mere timid subjects of Ottoman rule. Like other minorities dwelling in the fastness of the Levantine mountains, they possessed a tenaciously independent streak and were quick to rise to arms if provoked. Shia ferocity in battle was born of the realization that their villages among the hills of Jabal Amil and the plain of the northern Bekaa Valley represented their sole sanctuaries. To lose their territories meant potential annihilation, and they defended them with a determined belligerence that belied the more familiar Shia image of sullen acquiescence.

Furthermore, these Shia warriors possessed a cultural advantage over their enemies in their readiness to embrace martyrdom in battle. The paradigm of Shia martyrdom is Imam Hussein, Ali's second son, who perished in Karbala in
A.D.
680 with a small band of followers against an army sent by Yazid, the Damascus-based Caliph. Hussein's readiness to sacrifice himself in battle against his oppressor helped crystallize the nascent sense of Shia identity, and it would become a source of emulation for future generations of Shia warriors.

“Life is the most precious thing that a human being has,” says Hussein Sharafeddine, scion of a notable family of Lebanese Shias from Tyre in south Lebanon and brother-in-law of Musa Sadr. “But we Shia are willing to give up our life for God in emulation of Imam Hussein whose martyrdom was the pinnacle of sacrifice.”

The Battle of Karbala continues to be commemorated in a passion play performed on Ashoura, the tenth day of the Muslim month of Muharram, in which the Shia faithful reenact Hussein's doomed struggle against Yazid's army. The most vivid example of the Ashoura ceremony in Lebanon is found in the southern market town of Nabatiyah. The passion play, usually lasting more than two hours, takes place in the dusty central square, where local residents don colorful uniforms and perform before an audience while a narrator mournfully relates the unfolding tragedy by loudspeaker. But the real spectacle occurs in the surrounding streets. Here, thousands of young Shias wearing white sheets cut their foreheads with razor blades and beat out the blood with the flat of their hands while jogging through the streets chanting “Haidar, Haidar,” an honorific bestowed upon Ali. Senior Shia clerics in Lebanon oppose the bloodletting, which locals say was introduced by an Iranian doctor in the 1930s. Ayatollah Khomeini even issued a fatwa against it, which is why in Nabatiyah each year, Hezbollah's followers line up patiently outside Red Crescent tents, preferring to shed their blood via tubes into sterile plastic bags for the benefit of the infirm rather than to spill it wastefully onto the streets.

The sixteenth and seventeenth centuries were a period of rapid economic growth in Jabal Amil, owing mainly to the cultivation of cotton, cotton fabric then being highly prized in Europe and North Africa for the distinctive red dye that colored the cloth. To protect their prosperity from outsiders, the Shias of Jabal Amil built up a substantial military force in the 1760s of infantry and cavalry—“ten thousand horsemen, all resolute and formidable troops”
2
—and took over the old Crusader castles that dotted the limestone hills of the area. They forged an alliance with a rebellious Palestinian tribal chief, Dahir al-Omar, who had taken advantage of the tenuous Ottoman control to build a power base in Galilee and amass great wealth through the monopolization of the cotton trade. The alliance between Dahir and the Shias was based on mutual economic interests: cotton grown in Jabal Amil was exported through the port of Acre under Dahir's control.

Dahir's Shia troops fought with distinction against Ottoman forces at the battles of Hula in Galilee in 1771 and Ghaziyah, just south of
Sidon, a year later. Of the latter battle, Baron François de Tott, an eighteenth-century French soldier contracted by the Ottomans, wrote that the Shia chief Nassif Nasser led three thousand cavalry against forty thousand Druze and “put them to flight at the first onset,” rendering “the name of the Mutualis [
sic
] formidable.”
3

Constantin-François Volney, a European traveler, recounted an incident in 1771 when a Druze army took advantage of the temporary absence of the Shia forces and “ravaged their country.” When the returning Shias first learned of what had befallen their territory, “an advanced corps, of only five hundred men, were so enraged that they immediately rushed forward against the enemy, determined to perish in taking vengeance.” But the “surprise and confusion” of the sudden attack fell in the favor of the Shias, and the twenty-five-thousand-strong Druze army was “completely overthrown.”
4

The Ottomans were reluctant to tangle with the defiant Shias and were generally content to grant them near autonomy so long as the imperative of tax collection was observed. In the words of one historian, the Ottomans before the 1760s regarded the Shias of Jabal Amil “simply as hard-working tillers of the soil, a fiercely independent mountain folk whom the central authorities were well advised to leave alone unless they wished to provoke the violent reaction that was certain to follow any interference in their affairs.”
5

But in 1775 with the empire reeling from defeat by Russia and with the Safavids raiding its eastern domains, the Ottomans took action to bring their errant Syrian territories, and Shia subjects, to heel. A ruthless Bosnian, Ahmad Pasha, was installed in Acre and authorized to use any means at his disposal to crush Dahir and his Shia allies and restore Ottoman authority to Syria.

After Dahir was killed in Acre that year, Pasha turned his attention to the Shias, launching punitive expeditions into Jabal Amil. Given the nickname “Jazzar,” which means “butcher” in Arabic, and described by Baron de Tott as a “monster let loose upon mankind,” Pasha was determined that the Shias would be taught through blood and fire the futility of resistance and struggle.
6
In 1781, he dispatched an army of three thousand against Nassif Nasser, the Shia chief who had defeated the
Ottomans at Sidon nine years earlier. They met at Yaroun, which today lies on Lebanon's southern border with Israel. Nasser was killed, along with a third of his army, which was outnumbered three to one. Pasha's troops seized all seven of the Shia village fortresses, strung along hilltops in Jabal Amil. Shia sheikhs and leaders fled to Mount Lebanon and the northern Bekaa Valley after the capture of the last of the fortresses, the stronghold known locally to this day as Shqif—the Crusader-era Beaufort Castle perched on a ravine overlooking the Litani River.

The swords, lances, and flintlock muskets wielded by Nasser's troops may have been replaced with automatic rifles, missiles, and roadside bombs, but the same fierce instinct that motivated Nasser's warriors to defend their land against external aggression would reappear in future generations of young Lebanese Shias who took up arms to confront the predations and humiliations of Israeli occupation. The sudden phenomenon of Shia militancy in late twentieth-century Lebanon initially took many foreign observers by surprise. Little attention had been devoted to the community before interest was kindled by the Islamic revolution in Iran in 1979, an event that shook the Middle East and helped radicalize the Shias of Lebanon. Yet, although the historical link should not be overstated, the tenacious guerrilla campaigns waged by Amal and then Hezbollah in south Lebanon beginning in the 1980s did not emerge from a vacuum but were drawn, in part, from the same cultural wellspring of defiance and dignity that had sustained Nassif Nasser's military adventures two hundred years earlier.

The “Belt of Misery”

Ahmad Pasha's campaign of suppression destroyed the primacy of Jabal Amil as a center of Shia teaching, a mauling from which it would never recover. It also ended the autonomy the Shia population had enjoyed under the former Ottoman administration, and in the following decades, Jabal Amil regressed into obscurity. Indeed, European travelers passing through the area in the latter half of the nineteenth century could barely hide their contempt for the squalor and poverty of the hill
villages and for the apparent apathy and sullenness of the natives they found there. One wrote that “they are all in rags, except some of the Sheikhs, and all are mendicants.… The filth is revolting.”
7

Another English traveler, clearly unfamiliar with the Shias, observed that their abhorrence of other sects echoed that of the “Israelites” of Palestine and bizarrely concluded that “they may be an apostate body of Jews.”
8

The fortunes of the Shia community were not much improved by the transition from Ottoman colonial rule to the French mandatory authority at the end of World War I. The state of Greater Lebanon was established in 1920 and its borders delineated over the next three years. The residents of Jabal Amil had become Lebanese citizens, and their Arab neighbors to the south were now Palestinians under a British mandate, with a new frontier separating what had been a generally homogenous society.

Even after Lebanon gained independence from France in 1943, the Shia population, despite its size relative to that of other sects, found itself underrepresented in the new power-sharing system of government. Essentially a compromise between Sunnis and Maronites, the National Pact allocated positions based on a 1932 census—the last ever held in Lebanon—that was of questionable accuracy when conducted and was certainly out of date eleven years later. The Maronites, the largest sect at the time, gained most of the top political and security posts, including the presidency and the command of the Lebanese army.

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