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Phantom Operators Special Operations Forces and Asymmetric Warfare in Northern Nigeria.
Phantom Operators Special Operations Forces and Asymmetric Warfare in Northern Nigeria.
Folahanmi Aina
To cite this article: Folahanmi Aina (2023) “Phantom operators”: special operations
forces and asymmetric warfare in Northern Nigeria., Defence Studies, 23:2, 177-197, DOI:
10.1080/14702436.2023.2206958
“Generally, in battle, use the normal force to engage; use the extraordinary to win.”
- Sun Tzu
Introduction
The events of 9/11 brought to bear the severity of new threats to global peace and
security by violent non-state actors (VNSAs) as Finlan (2003) rightly noted. In the
past two decades, VNSAs have continued to evolve and adapt in ways that require
new strategic foresights into how they are fought against, of which conventional
forces are not adequately prepared for. Degrading, dismantling, and defeating them
has given rise to an increased deployment of elite tier 1 operators, known as special
CONTACT Folahanmi Aina Talk2fola@hotmail.com School of Global Affairs, King’s College London, London,
United Kingdom
© 2023 The Author(s). Published by Informa UK Limited, trading as Taylor & Francis Group.
This is an Open Access article distributed under the terms of the Creative Commons Attribution License (http://creativecommons.org/
licenses/by/4.0/), which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly
cited. The terms on which this article has been published allow the posting of the Accepted Manuscript in a repository by the author(s) or
with their consent.
178 F. AINA
The paper is divided into seven parts. Following the introduction, a conceptual and
theoretical discourse on special operations and SOFs is presented. The paper then
provides insights into the origins, evolution, deployments, and composition of
Nigeria’s SOFs across the three services that make up its Armed Forces. An overview
of the threat of insurgency in Northern Nigeria is then examined. This is then followed by
a section which interrogates the composition, strengths, deployments, and operations of
SOFs in Northern Nigeria. The next section considers the successes and achievements of
SOFs in Northern Nigeria, which is then followed by the section on the challenges and
prospects of Nigeria’s SOFs in the future. The paper ends with a conclusion.
Methodology
This qualitative study’s research design is based on a single case study that utilises
exploratory and descriptive analysis, while drawing on primary data obtained from
fieldwork involving semi-structured interviews with five key informant operators from
across Nigeria’s SOF enterprise. The ethnographic style of interviewing was adopted, as
the questions asked where not intended at eliciting predetermined responses. The kinds
of questions asked focused on the deployments, trainings, successes, and challenges of
Nigeria’s SOFs. The interviews were conducted over a period of January 2020 to
December 2021. In selecting the interviewees, the non-probability sampling approach
was adopted over the random sampling approach. This was to ensure that the risk of
excluding important interviewees was significantly minimised. The snowball/chain-
referral sampling approach as a type of non-probability sampling approach was adopted
for this research. This approach was useful in corroborating what had been established
from other sources while conducting the research. Other secondary sources of data
consulted included books, reports, journal articles, local and international news sources,
as well as periodic press briefings from the Nigerian military on its SOF’s operations
across the Northern theatres of operation. Content analysis was used to derive relevant
information from these secondary sources. Data for the study was analysed using the
thematic data analysis method which is particularly useful in identifying and reporting
patterns within the data. The study’s scope is limited to a 5-year period beginning from
2016, which marked a heightened period in the nefarious activities of Boko Haram/
ISWAP and armed bandits in the Northern region, thereby necessitating an increased
deployment of, and reliance on Nigeria’s SOFs in internal security operations, up until
2021. SOFs are still currently involved in several ongoing operations in Nigeria.
operations unit does, and secondly what a special operation is and a suggestion of
who should conduct it (Key 2014). Special operations as defined by Tugwell and
Charters (1984) are “small scale, clandestine, covert or overt operations of an
unorthodox and frequently high-risk nature, undertaken to achieve significant
political or military objectives in support of foreign policy.” This definition
encapsulates the distinctiveness of special operations as compared with other
regular military operations.
The United States military defines special operations as operations which
require unique modes of employment, tactical equipment, and training which is
often conducted in hostile, denied, or politically sensitive environments and
characterised by one or more of the following: time sensitive, clandestine, low
visibility, conducted with and/or through indigenous forces, requiring regional
expertise, and/or a high degree of risk (Joint Publication 3–05, 2014). Within the
U.S. Special Operations community, the theoretical discussion on Special
Operations is mostly considered in two broad approaches. These include the
“direct approach” and the “indirect approach.” As Scott Morrison (2014) notes,
the former is mostly associated with direction action (DA) whereas the latter is
associated with foreign internal defence (FID) or security force assistance (SFA).
Achieving these objectives is largely dependent on the successes of special
operations.
This study, however, adopts the definition of special operations by James D. Kiras
(2006) who notes that special operations are “unconventional actions against enemy
vulnerabilities in a sustained campaign, undertaken by specially designated units, to
enable conventional operations and/or resolve economically politico-military problems
at operational or strategic level that are difficult or impossible to accomplish with
conventional forces alone.” Drawing on the works of Sun Tzu and Sextus Julius
Frontinus, Key (2014) identifies what refers to as key elements of special operations
which include the principles of extraordinary (indirect/unorthodox) forces; surprise;
flexibility and the ability to operate behind enemy lines; intelligence; and deception
among others. It is pertinent to note that special operations are also used interchangeably
in the literature with “special warfare.” Homer W. Harkins (2019), notes that special
warfare differs from conventional warfare given its emphasis on the human domain and
its premium on psychological operations, occurring in both traditional and irregular
warfare.
Colin S. Gary (1999) identifies 17 conditions which are essential to the success of
special operations. These include fitting the demands of policy, having a tolerant political
and strategic culture, having political and military patrons who understand their strategic
value, being assigned to feasible objectives, being directed by a strategically functioning
defence establishment, and having flexibility of mind. Others are providing unique
strategic services, finding, and exploiting the enemy’s vulnerabilities, technological assis
tance, tactical competence, having a reputation for effectiveness, as well as a willingness
to learn from history. These can be essentially categorised into three core themes which
are state of mind, forces, and a mission, according to him. Long (2016) however argues,
that special operations are not a panacea for all security-related challenges. James
D. Kiras (2006) therefore contends, that the key to understanding how special operations
improve strategic performance is in the concept of strategic attrition.
DEFENCE STUDIES 181
the capabilities of SOFs that make them increasingly relevant include their high readiness
for rapid deployments on short notice, extensive foreign language and area training, as
well as their stealthy and independence of support in penetrating denied areas which
would be inaccessible to other forces. They are therefore highly trained military units
capable of performing combat operations in unstructured and ambiguous environments
while bringing to bear unconventional military tactics acquired from their training
(Goldenberg and Saindon 2018).
The United States Army Special Operations Command (USASOC) identifies four
pillars of SOF capability which include indigenous approach, precision targeting, under
standing and influence, as well as crisis response (USASOC 2017). It is, however,
pertinent to note that the strategic utility is derived not only during times of war but
also at peace times. The Joint Publication 3-05 (2014) further points to 12 doctrinal core
SOF activities. These include direction action, special reconnaissance, counter-weapons
of mass destruction, counterterrorism, unconventional warfare, foreign internal defence,
security force assistance, hostage rescue and recovery, and counterinsurgency. Others
include foreign humanitarian assistance, military information support operations and
civil affairs operations. Among SOFs, the United States SOFs have been described as the
technologically advanced, best-resourced, and most combat-experienced force of profes
sional soldiers on the face of the earth (Zweibelson 2019).
King (2017) therefore argues that what makes SOFs special is not primarily a function
of their capabilities but rather their location in a domestic, politico-military-intelligence,
and transnational military nexus. Shamir and Ari-Eyal (2018) attribute the “specialness”
of SOFs to their ability to maintain the ethos of the warrior, that is the direct face-to-face
contact or heroic physical friction between adversaries. Jennifer D. Kibbe (2020) cate
gorizes the conduct of operations by units which constitute Special Operations
Command as over operations (“white” operations) as well as both covert and clandestine
missions (“black” operations). The former is mostly concerned with training foreign
forces in CT and COIN, civil government projects, and the dissemination of information
through the media to foreign audiences. The latter is, however, concerned with direct
action operations involving hunting down terrorists and rescuing hostages.
Boko Haram/ISWAP
The Boko Haram terrorist group is known as Jamā’at Ahl as-Sunnah lid-Da’wah
wa’l-Jihād (JASJ) in Arabic, meaning: “People Committed to the Prophet’s Teaching
and Jihad (BBC 2016).” The groups origins could be traced back to 2003 in Northeast
Nigeria where it was initially led by Muhammed Ali (Bukarti 2022). Its preaching (dawa)
would eventually take on an extremist posture, leading to the arrest of its subsequent
leader time Muhammed Yusuf, who was the son of Ali, in 2009, by Nigerian security
forces. Following Yusuf’s death in police custody in the same year (USIP 2012).
Abubakar Shekau, a protégé of Yusuf, would eventually emerge as leader (Zenn 2020).
In 2015, the Shekau-led faction of Boko Haram would pledge allegiance (bay’ah) to the
Islamic State and adopted the name Islamic State in Syria and in West Africa Province
(BBC 2015). Boko Haram has since been responsible for attacks on government institu
tions, kidnappings, suicide bombings, exploitation, and sexual violence and abuse against
women and girls, to mention a few mostly in Nigeria’s Northeast region and in parts of
the Lake Chad Basin region. The Nigerian state has responded to the threat posed by
Boko Haram/ISWAP through a combination of kinetic and non-kinetic approaches.
184 F. AINA
Armed banditry
The origins of contemporary armed banditry in Nigeria can be traced back to 2011
following major transnational movements into Nigeria (Rufa’i 2021). Kungiyar Gayu,
known to be the first of these bandit organisations, emerged in Northwest Nigeria’s
Zamfara state under the leadership of Buharin Daji. Its primary goal was intended at
responding to perceived social injustices against Fulani pastoralists such as exploitation,
deprivation, and extortion. It sought to achieve this by fostering the social welfare and
security of Fulani pastoralists. Its activities would later include Kaduna and Sokoto states
in the Northwest region, despite initially starting in Zamfara state (Rufa’i 2021). Armed
banditry in Nigeria today has become an offshoot of the prevalent farmer-herder crisis-
induced conflicts in the North (Ademola 2021). They have been growing in numbers,
with an estimate of over 30,000 fighters across the northern region (Yaba 2021). Some of
the activities of these groups include indiscriminate killings, kidnappings for ransom,
theft, illicit gold mining, and sexual violence. Between 2011 and 2019 alone, armed
bandits were responsible for the death of about 8,000 people (International Crisis
Group 2020). This is in addition, to the displacement of around 1 million people in
Nigeria as of 2022 (Hassan and Barnett 2022). Like Boko Haram/ISWAP, Nigeria has
responded to this threat through a combination of both kinetic and non-kinetic
measures.
The AFSOFs, also known as the “Nigerian Air Force Panthers,” essentially serve as
a force multiplier to the NAF regiment and the NAF. The Air Council which includes the
Federal Minister of Defence, and the Chief of Defence Staff (CDS) approved the creation
of the Nigerian Air Force Special Operations Command in 2016 as part of efforts to
reposition to the NAF for modern warfare, as well as to bridge the gap between airpower
projection and airpower protection.
The first batch of AFSOFs completed their training in 2017. AFSOFs training is
preceded by a selection process at the Air Force Regiment Training Centre in Kaduna
state, which takes about 2 weeks, where the best candidates from the regiment are
selected for the SOF units. These initial selection stages include medical examinations
of the eyes, the ears, dental, muscular, psychological, and other examinations by the NAF
medical personnel, intended at determining the fitness of candidates for SOF. Other
aspects of the selection process include drills, mental endurance, weapon handling skills,
and between 50- and 100-km-long walks daily, among others (Anonymous 2020a;
interview). Combat, Search, and Hostage Rescue trainings are also conducted, which
cover endurance trainings, medicals, map reading and navigation, unarmed combat,
communication and weapons handling, search theory and tactics, field tactics, general
aircraft orientation, mountaineering, survival, and evasion, such as being deployed in the
bush for longer hours with limited rations (Anonymous 2021b; interview), resistance and
escape trainings, and swimming. Describing the intensity of their trainings in terms of
thinking under pressure, one SOF operator notes “bombs being thrown at you while still
hitting the target” (Anonymous 2021c; interview). After these gruesome trainings, they
are then deployed to other units for further environment acclimatisation trainings before
being deployed for combat missions.
It is, however, pertinent to note that as early as 2015, the development of local SOF
training capabilities for air role missions had begun in the NAF with assistance from
Israel and the United Kingdom. Other elements of AFSOFs have been trained in Belarus
and Pakistan. Between 2016 and 2019, over 1,000 AFSOFs were trained (Alhassan 2020).
In February 2022, a total of 150 AFSOFs were trained in an Advanced Special Operations
Course by a British Military Advisory Training Team (BMATT), covering counter
improvised explosive devices, air-to-ground integration, remotely piloted aerial systems,
and close quarter battle, among others (Bakam 2022). As of November 2022, the NAF
had trained 2,000 SOFs both in Nigeria and abroad (Vanguard 2022). AFSOFs have also
taken active part in Operation Lafiya Dole alongside other services, against Boko Haram
in the Northeast theatre of operation. They have also conducted independent operations
such as Exercise Hard Strike in Kaduna. As of 2019, the NAF had contributed about 300
SOFs in the fight against armed banditry in Zamfara state as part of an intervention force.
need to create SOFs for the Nigerian Army (NA), who had played a leading role in the
war against the insurgency group.
On 13 January 2014, the federal government announced the creation of the
Nigerian Army Special Operations Command (NASOC). The Command at its for
mative stage was initially supported with training and equipment by the United States
Africa Command, the US Special Operations Command Africa (SOCAFRICA), and
the Office of Security Cooperation in the US Embassy Abuja, Nigeria (Warner 2014).
In May 2014, the US Army trained a 650-man Nigerian Ranger Battalion. The army’s
SOFs which were part of a Special Forces unit would subsequently undergo CT and
COIN trainings in Pakistan and other Eastern European countries. In 2017, a total of
26 out of 440 soldiers of the unit were trained by Pakistan’s Special Services Group
(SSG) at Tarbela by the Zarrar Battalion after which they returned to Nigeria. As of
2017, the NA had deployed 2,000 Army SOFs against Boko Haram in the Northeast
(Muhammad 2017).
In July 2018, the Nigerian Army began the formation of five FOBs to compliment the
already existing ones (Premium Times 2018). The Nigerian Army also has its own
training school known as the Nigerian Army School of Special Forces (NASFS), in
Buni Yadi, Yobe state. Like the NAF SOFs, the NA SOFs also undergo similar selection
and training processes before they are deployed. The Army’s SOFs are also known as “the
unconquerable” (Anonymous 2021a; interview). Of all SOFs in Nigeria, the Nigerian
army is noted to have the most (Anonymous 2020b: interview).
Combined Exchange Training (JCET) (United States Africa Command 2021). Some of
the NN’s bases include the Nigerian Navy Pathfinder, Delta, Jubilee, Soroh, Lugard, as
well as the Forward Operating Bases (FOBs) Fomoso, Escravos, and Igbokoda, among
others. The SBS has been the NN’s most potent instrument against asymmetric threats
(This Day 2019). The Nigerian Navy’s SBS also undergoes very intensive trainings just
like the Army and Air Force SOFs.
along with troops from 7 Division and the civilian Joint Task Force, provided escort
services to no fewer than 300 vehicles along the Maiduguri-Damboa road, Borno state, on
a daily basis in the month of June 2016 (Nigerian Army 2016e).
In June 2017, following an ambush by Boko Haram on a team of the Nigerian National
Petroleum Company (NNPC) who had been returning from an oil exploration exercise at
Barno Yasu, in Magumeri Local Government Area of Borno state, AFSFs were deployed
to rescue them. All NNPC staff were successfully rescued by the Special Forces (Army
2017). On 8 April 2018, NAF SOFs in a joint operation with troops of the Nigerian Army,
successfully foiled a suicide bombing attack by Boko Haram insurgents at the University
of Maiduguri, Borno state (DHQ 2018a). Similarly, SOFs of the 101 Special Battalion
cleared the Suntai-Muji-Kungana road, in Taraba state, which was under the siege of
armed bandits. In the same month, SOFs with the 707 Special Forces Battalion mobile
strike team successfully prevented 2 suicide bombers from infiltrating the defensive
positions of troops (Army 2018). Over a period of 6 months, between June and
November 2018, SOFs from the Defence Headquarters, under Operation Whirl Stroke
and Operation 777, led to the recovery of 57 weapons, 27 AK 47 magazines, and 1,311
rounds of ammunition across the northcentral states of Benue and Nassarawa, and
Taraba in the Northeast. Owing to these successes, over 157,000 internally displaced
persons (IDPs) were able to return to their homes (DHQ 2018b).
In March 2019, SOFs deployed by the Defence Headquarters (DHQ) had ambushed
and neutralised Boko Haram insurgents at Maikadiri Village in Askira Uba Local
Government Area of Borno State, who had fled after attacking a bank and some shops
(DHQ 2019). In the early hours of 22 April 2020, SOFs under Operation Whirl Stroke
carried out a special raid operation on a suspected armed bandit’s camp at Anku Mbagen
in Ukum Local Government Area of Benue state where they recovered a large cache of
arms, ammunition, and other items. During the raid, some of the items recovered
included seven locally fabricated mortar tube guns, three SMG rifles, three double barrel
rifles, five AK 47 magazines, and nine pairs of camouflage uniforms, among others (DHQ
2020a). Similarly, on 22 May 2020, NAF SOFs were deployed to Katsina state targeted at
armed bandits, under the Defence Headquarters (GHQ)-led Operation Hadarin Daji
(Nigerian Air Force 2020a). Three days earlier, on 17 May 2020, NAF SOFs had also been
deployed to Nasarawa state as part of efforts to disrupt the activities of armed bandits in
the northcentral region (Nigerian Air Force 2020a). On 2 June of the same year, SOFs
under the 401 Special Forces Brigade conducted a combined clearance operation along
with troops of 19 Brigade at Doron Naira and Daban Magai, where they neutralised 9
Boko Haram insurgents and recovered an anti-aircraft gun, 2 AK-47 rifles, and a large
cache of anti-aircraft ammunition, among other items (DHQ 2020b). SOFs under Sector
2, in a combined operation with troops of 25 Task Force Brigade on 7 July 2020,
neutralised 17 Boko Haram/ISWAP insurgents along Damboa-Maiduguri Road in the
Northeast (DHQ 2020c).
In January 2021, SOFs with the 402 Special Forces Task Force Brigade, under
Operation Tura Takaibango, a subsidiary operation of Operation Lafiya Dole neutralised
5 Boko Haram insurgents in the Abbagajiri and Dusula towns in Damboa. During the
encounter, items seized and destroyed by the troops included materials for making
improvised explosive devices (IEDs), among others (DHQ 2021a). In January 2021,
NAF SOFs under Sector 1 of Operation Hadarin Daji neutralised no fewer than 30
DEFENCE STUDIES 189
armed bandits at the Maje Riverline in Bungudu Local Government Area of Zamfara
state in Northwest Nigeria after they had been deployed from the FOBs at Kekuwuje,
Kwatarkawashi, and Maru (Nigerian Air Force 2021). Similarly, in March 2021 SOFs of
402 Special Forces Brigade along with troops of Sector 1 Operation Lafiya Dole elimi
nated 25 Boko Haram/ISWAP terrorists as part of the Phase II of Operation Tura
Takaibango. Some of the items recovered include three anti-aircraft guns, two automatic
grenade launchers, and two gun trucks (Army 2021).
While Nigeria’s SBS still operates in the Northeast (Anonymous 2020a; interview),
however, specific information in this regard has proven difficult to come by. While
Nigeria’s SOFs involved in asymmetric warfare in the northern region of the country
have recorded significant successes and achievements, they have also suffered losses
including deaths from gun duels, ambushes, and IEDs, to mention a few by Boko
Haram/ISWAP and armed bandits in the region.
adapt to match the urban capabilities of these terrorist groups in such complex environ
ments. This is generally required for SOFs to sustain and defeat terrorists across the
world (Neuringer 2019). Currently, Nigeria’s SOFs have mostly been deployed to areas
with minimal government presence, referred to as ungoverned spaces (Ojo 2020), where
they have waged wars against terrorist groups.
Conclusion
As strategic assets in waging low-intensity wars, SOFs offer important strategic value.
However, as Austin Long rightly notes, being cognizant of the limits of these forces is not
only crucial to preventing an overreliance on them, but it could also potentially help in
ensuring that a significant reduction in the willingness to support or utilise them is
averted. As Colin Gray rightly contends, the success of special operations is dependent on
the vulnerabilities of the enemy (Gray 1999). However, Nigeria’s SOFs also face multiple
challenges that affect their chances at achieving success such as protracted deployments,
lack of adequate and appropriate weaponry and state-of-the art-technology, political
misuse, legal matters, and absence of a Joint Special Operations command, (JSOC)
among others. Despite these, Nigeria’s SOFs have recorded significant successes in the
areas of recapturing territory, rescue operations, and the elimination of Boko Haram/
ISWAP insurgents and armed banditry in the northern region.
The study is limited in its scope as it mostly focuses on the strategic utility of Nigeria’s
SOF’s in the Northwest, Northcentral, and Northeast theatres of operations. However,
SOFs continue to be deployed across other geopolitical zones in Nigeria. In addition to
this, Nigeria’s SOFs have taken active part in military operations against the Boko Haram
insurgency across the Lake Chad Basin region. Despite this study’s limitations, it is the
first to examine the evolution, composition, and deployment of Nigeria’s SOFs specifi
cally in internal security operations against Boko Haram and armed bandits. This is in
addition to being the first study that interrogates the successes, challenges, and prospects
192 F. AINA
of the continued strategic utility of Nigeria’s SOFs in waging asymmetric warfare against
insurgents within Nigeria. Future research on the subject could therefore consider the
specific contributions of the various SOF components of the Nigerian Armed Forces
against a wider spectrum of threats to national security including piracy and militancy in
the country’s oil-rich Niger Delta region, as well as the role of Nigeria’s SOFs in foreign
internal defence (FID) operations across its immediate sphere of influence in West
Africa. There is also the need for research that investigates the psychological demand
dimensions that are not uncommon to Nigeria’s SOFs and how this affects their
performance on the battlefield. As the character of war continues to change, so would
the continued strategic utility of SOFs (Yoho, DeBlanc-Knowles, and Borum 2014).
Disclosure statement
No potential conflict of interest was reported by the author.
Notes on contributor
Folahanmi Aina is an international security expert and resaercher with reserach interests in grand
strategy, military strategy and operations, including special operations forces. He is currently a
fellow at the Joint Special Operations University, U.S.A.
ORCID
Folahanmi Aina http://orcid.org/0000-0002-4999-2042
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