Classic and modern theories of rebel warfare emphasize the role of resource endowments. We demonstrate that intelligence gathering, made possible by the endowments, plays a critical role in determining specifics of how rebels launch complex attacks against better-equipped government forces. We test implications of a theoretical model using highly detailed data about Afghan rebel attacks, insurgent-led spy networks, and counterinsurgent operations. Leveraging quasi-random variation in opium suitability, we find that improved rebel capacity is associated with (1) additional counter-surveillance, (2) increased insurgent operations, (3) improved battlefield tactics through technological innovation, increased complexity, and attack clustering, and (4) increased effectiveness against security forces, especially harder targets. These results show that access to capital, coupled with intelligence gathering, meaningfully impacts how and where rebels fight.

More on this topic

BFI Working Paper·Oct 6, 2026
Jacob Goldin and David Weisbach
Topics: Uncategorized
BFI Working Paper·Aug 4, 2026

Two Selection Problems, One Bias Term: Experimental Sign-Up Is Treatment Choice in Disguise

John List
Topics: Uncategorized
BFI Working Paper·Jun 23, 2026

Misleading Estimates from Nonlinear Models with a Binary Outcome

Brian Curran, Bruce Meyer, and Derek Wu
Topics: Uncategorized