In anticipation of President Bush's progress report on Iraq and the war on terror tonight, here's a conundrum to consider:

Weak states are the incubator of terrorists. Pakistan is a weak, dusfunctional state that lacks a coherent sense of national identity. Its leader may be perceived as both strong and pro-Western, but that's only in comparison to the rest of the Pakistani elite, for whom the sectarian comes before the national.

The outcome from a weak Pakistani government is a perfect haven for Taliban remnants to harrass U.S. forces in Afghanistan. Ahmed Rashid makes this point in an article for YaleGlobal. Some highlights:

The war on terror has done little to address the issue of Pashtun desire for political autonomy. The Taliban's dramatic offensive in Afghanistan during the past few weeks has been fuelled by recruits, arms, money, and logistical support from Pakistan's two provinces of North West Frontier (NWFP) and Baluchistan, where Pashtun tribesmen and Islamic parties are sympathetic to the Taliban. Pakistan's Pashtuns find common ethnic and political cause with the Taliban, who are also largely Pashtun. Pashtuns on both sides of the border are bitterly opposed to the presence of US forces in Pakistan and Afghanistan.

The sense of Pashtun brotherhood is even stronger in Pakistan's seven Federal Administered Tribal Agencies (FATA), which run north to south forming a 1,200-kilometer wedge between Afghanistan and the settled areas of NWFP. FATA are nominally under the control of Pakistan, but the tribes have been semi-autonomous since the British Raj. They have always carried arms and sold arms to everyone in the region, from Tamil Tigers and Kashmiri militants to the Taliban. These days the bazaars in FATA are filled with Taliban – both Afghan and Pakistani – looking to stock up before going into Afghanistan. ''The Taliban are clean, honest, believe in Islam, and will rout the Americans,'' says Shakirullah, a Mohmand shopkeeper. ''Anyone fighting the Americans is our friend,'' he adds.

The Mohmands are just one of dozens of major tribes that straddle the border, but their views are similar to most tribal Pashtuns. Isolated from mainstream Pakistan and the media, misinformation is rampant. After dozens of interviews it is apparent that most Mohmands refuse to accept that Al' Qaeda carried out the attacks of September 11, believing instead that they were perpetrated by ''the CIA and Jews.'' Most Mohmands also believe that the Americans and, in particular, President George Bush, hate the Pashtuns.

Read the whole article. To be fair to the U.S. and Pakistani governments, they're not blind to the problem. They have taken actions to try and reverse the flow of arms and men across the border.

But as the article also makes clear, they haven't done enough.

[Thanks to alert DanielDrezner.com reader A.A. for the tip.]