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21. The Rising Crisis between the United States and Iran

Author:
Amos Yadlin
Publication Date:
05-2019
Content Type:
Working Paper
Institution:
Institute for National Security Studies (INSS)
Abstract:
After a year in which Iran opted for "strategic patience," in the hope that European nations would compensate for the United States sanctions, it now seeks to present a price tag for the US measures against it, and has thus embarked on a response comprising action in three realms: nuclear, military, and oil exports from the Gulf. In the current circumstances, Iran and the United States are demanding conditions that would make a resumption of negotiations difficult, although both sides apparently understand that dialogue may ultimately be the less dangerous option for them. The latest developments embody the potential for escalation and miscalculation that is liable to affect Israel's security, and therefore the security cabinet should convene to craft an appropriate policy for the near, medium, and long terms.
Topic:
Diplomacy, Oil, Military Strategy, and Nuclear Power
Political Geography:
United States, Iran, Middle East, and North America

22. In Dire Straits? Implications of U.S.-Iran Tensions for the Global Oil Market

Author:
Ilan Goldenberg, Kaleigh Thomas, and Jessica Schwed
Publication Date:
11-2019
Content Type:
Special Report
Institution:
Center for a New American Security
Abstract:
In recent months, Iran has responded to rising tensions with the United States—particularly the US launch of the “maximum pressure” campaign against Iran—by attacking oil tankers and infrastructure in the Persian Gulf region around the Strait of Hormuz (the Strait). These actions have been designed to signal to the United States, the Gulf states, and the international community that the American strategy of strangling Iran economically will not be cost-free, and to Saudi Arabia in particular that it is highly vulnerable to Iranian retaliation. As the Strait of Hormuz is one of the world’s most critical energy chokepoints, the implications of Iran’s efforts merit close scrutiny and analysis. This study was designed to examine three scenarios for military conflict between Iran and the United States and assess the potential impacts on global oil prices—as one specific representation of the immediate economic impact of conflict—as well as broader strategic implications.
Topic:
International Trade and Finance, Oil, and Global Markets
Political Geography:
Iran, Middle East, North America, and United States of America

23. Pakistan’s Gwadar Port: A New Naval Base in China’s String of Pearls in the Indo-Pacific

Author:
Gurmeet Kanwai
Publication Date:
04-2018
Content Type:
Working Paper
Institution:
Center for Strategic and International Studies
Abstract:
The Issue The development of Gwadar Port is a key element of the greater China-Pakistan Economic Corridor (CPEC). It speaks to both the strength of the China-Pakistan relationship and the reach of China’s grand strategy. With Pakistan’s two other major ports operating near capacity with no room for expansion, projects in Gwadar promise to eventually handle one million tons of cargo annually, while also providing significant industrial, oil, and transportation infrastructure. Though a “monument of Pakistan-China friendship,” there are misgivings on both sides about CPEC, including the safety of Chinese workers, the resentment of Baloch nationalists, and the growing debt trap created by the project. The prospect of the PLA Navy in Gwadar poses greater security questions, as it forms another link in China’s efforts to expand its maritime presence in the Indo-Pacific region. The members of the Quadrilateral Security Dialogue, or “Quad,” comprised of India, Japan, Australia, and the United States, should counter China’s strategic outreach by networking with other like-minded countries on cooperative security frameworks to ensure a free, open, prosperous, and inclusive Indo-Pacific region.
Topic:
Security, Oil, Regional Cooperation, Global Political Economy, and Trade
Political Geography:
Pakistan, United States, Japan, China, Middle East, India, Asia, and Australia

24. Egypt, a future gas supplier to the European Union?

Author:
Jan Mazač and Lukáš Tichý
Publication Date:
04-2018
Content Type:
Working Paper
Institution:
Institute of International Relations Prague
Abstract:
The main objective of the external dimension of the EU energy policy in line with the Energy Union strategy is primarily to ensure energy security by diversifying external energy supplies, transport routes and suppliers, mainly in the gas domain. Egypt’s recent offshore and onshore gas discoveries increased its natural gas reserves estimate. Its natural gas production is thus expected to double in 2020 and transform the country back into a gas supplier in the eastern Mediterranean region. The European Union (EU) should thus strengthen its relations with Egypt to allow its gas production to reach European markets.
Topic:
Energy Policy, Markets, Oil, European Union, and Gas
Political Geography:
Europe, Middle East, North America, and Egypt

25. Economic and Energy Aspirations of the Middle East

Author:
Carole Nakhle
Publication Date:
07-2018
Content Type:
Journal Article
Journal:
Fletcher Security Review
Institution:
The Fletcher School, Tufts University
Abstract:
The Middle East has several features that distinguish it from the rest of the world. Apart from sitting on the largest proven oil and gas reserves, the region is famous for its complicated politics, challenging demographics and fragile economic structures. ​ For oil- and gas-rich states, limited economic diversification is acute; this is where we find government dependence on hydrocarbon revenues reaching as high as 95 percent in countries like Iraq. This is also where we find a poorly diversified primary energy mix, which is heavily reliant on oil and gas, in a sharp contrast to the norm elsewhere where local energy needs are met by diverse sources of energy, mainly oil, gas, coal, nuclear, and renewable energy. ​ The lack of diversification – both in terms of the economy and energy mix – brings serious challenges for the region. The economic performance of the oil- and gas-rich states has simply mimicked the volatile and unpredictable movement in oil prices: when oil prices are high, these economies grow rapidly, but when oil prices go in the other direction, they shrink in tandem. Additionally, the dependence on oil and gas to meet local energy needs has caused two problems: first, the trade-off between the more lucrative exports and the highly subsidized domestic market, and second, the higher carbon footprint because of the absence of greener sources of energy. ​ In a world where international competition for global market share in oil and gas and the fight against climate change intensify, the region’s leaders seem to be increasingly convinced that the old model of governance is simply not sustainable...
Topic:
Climate Change, Energy Policy, International Trade and Finance, Oil, Governance, and Economy
Political Geography:
Middle East, Global Focus, and Gulf Nations

26. ETHICAL COMMITMENTS AND RAISON D’ETAT IN RENTIER STATES: ASYLUM-SEEKER POLICIES IN THE GULF COOPERATION COUNCIL AND CENTRAL ASIAN REPUBLICS DURING THE REFUGEE CRISIS

Author:
Farkhad Alimukhamedov, Laurent A. Lambert, and Hisham Bin Hashim
Publication Date:
10-2018
Content Type:
Journal Article
Journal:
Alternative Politics
Institution:
Department of International Relations, Abant Izzet Baysal University, Turkey
Abstract:
The international migrant crisis made headlines during summer 2015 and challenged the national asylum systems of many countries worldwide. Going beyond academic circles, hot debates on migrants and the role of asylum highlighted the gap and paradoxes that exist between claimed values of solidarity on the one hand, and the restrictive policies and regulations towards asylum seekers on the other hand. This paper documents this tension in oil and gas exporting states, particularly in the Gulf Cooperation Council (GCC) and the Central Asian Republics (CAR). It questions the claimed regional, ethnic and/or religious ties and the borders that have been closed to most asylum seekers from Syria and Afghanistan, who are presently living in poorer (oil and gas deprived) neighboring countries. This paper argues that in a time of low oil revenues and fiscal difficulties, rentier states give priority to the Raison d’Etat over any form of transnational solidarity and commitment to international human rights agreements and charters. New and creative institutional arrangements are needed to deal with the global refugee crisis, as traditional solidarities are, in both regions as well as in other rentier countries, victims of the modernization of politics and its uncaring redefinition of state interest in times of low oil revenues.
Topic:
Migration, Oil, United Nations, Refugees, Gas, and transnationalism
Political Geography:
Afghanistan, Central Asia, Middle East, Asia, and Syria

27. The US Oil Embargo on Iran: A New Oil Shock?

Author:
Olivier Appert
Publication Date:
10-2018
Content Type:
Commentary and Analysis
Institution:
Institut français des relations internationales (IFRI)
Abstract:
The 14 July 2015 Vienna agreement on Iran’s nuclear activities (Joint Comprehensive Plan of Action – JCPoA) was a game changer on the geopolitics in the Middle East and for the oil market. The oil sanctions were lifted and Iran increased significantly its production and exports. On 8 May 2018, President Trump announced that the United Stated (US) would withdraw from the agreement. Financial sanctions were reintroduced. From 5 November 2018 onwards, further sanctions will be re-imposed more specifically on petroleum related transactions, including the purchase of petroleum, petroleum products and petrochemical products. What could be the impact of this new embargo? Is there a risk of a new oil supply and price shock?
Topic:
Energy Policy, Oil, Treaties and Agreements, Sanctions, and Global Markets
Political Geography:
Iran, Middle East, and United States of America

28. The Chinese Betting Can Iran Develop Phase 11 of the South Pars Field?

Author:
FARAS
Publication Date:
12-2018
Content Type:
Commentary and Analysis
Institution:
Future for Advanced Research and Studies (FARAS)
Abstract:
China National Petroleum Corporation (CNPC) has replaced Total of France as a major operator in the development of phase 11 of the South Pars gas field. This is a substantial gain for the Iranian government, which strives to lure international investors to shore up its economy following the withdrawal of most foreign companies from the market due to US sanctions in last August and November. However, the project appears to hit many hurdles, including the Chinese company’s fears of heavy US fines or escalation of the US ongoing trade war against the county in the coming period.
Topic:
Energy Policy, Government, Oil, Sanctions, Gas, and Trade Wars
Political Geography:
China, Iran, Middle East, and Asia

29. Costly Options: Will India Keep Buying the Iranian Oil After US Sanctions?

Author:
FARAS
Publication Date:
10-2018
Content Type:
Commentary and Analysis
Institution:
Future for Advanced Research and Studies (FARAS)
Abstract:
The Indian energy sector faces a dilemma amid the US administration plans to impose the second batch of sanctions on Iran in November. The US exerts pressure on the main buyers of Iranian oil, including India, to stop importing it in the coming period. For India, Iranian oil is one of the indispensable options for its energy security because of the preferential terms granted by Iran. Despite the Indian stance rejecting the US sanctions, Indian refineries have decided to halt the Iranian oil shipments starting from next November, and hence they may turn to other producers to fill the potential gap, but at a higher cost.
Topic:
Energy Policy, Oil, Sanctions, and Donald Trump
Political Geography:
Iran, South Asia, Middle East, India, North America, and United States of America

30. China's Middle East Policy: Implications for Pakistan

Author:
Asma Shakir Khawaja
Publication Date:
01-2018
Content Type:
Journal Article
Journal:
South Asian Studies
Institution:
Department of Political Science, University of the Punjab
Abstract:
In the contemporary history, the Middle East and China are the focus of global attention. Though Middle East has fought an ideological struggle with regard to religious extremism in the region, yet the quest for power energy sources cannot be overlooked. While Chinese policy frame , revolving around its approach of non-interference, economic development and a desire of having multi-polar global system is serious challenge for the US which on one hand, advocates democracy, human rights, but with the policy of intervention. Today, the world powers are competing each other for the supremacy of power resources where oil and gas are not an exception. China is the second largest consumer of world‘s oil after the United States (Bajpaee, 2006). China is making an effort to build an economic, political and military influence in the region without involving the military force. Though future will reveal many truths yet it is anticipated that a new triangular balance of power comprising of China, Saudi Arabia and Russia might emerge on the global scene, owing to their inter-connected dependencies. China is looking forward by pursuing the policy of wait and see for the appropriate moment This study primarily focuses on their bilateral relations and deals with China‘s Middle East policy, its increasing activities in the region and implications for Pakistan. For Pakistan, the nature of future relationship with Middle Eastern multi-dimensional crisis is very important because it is the ―Arc of crisis‖. The neutral role of Pakistan in this situation is much hazardous, carrying both challenges and opportunities along with the security repercussions.
Topic:
Foreign Policy, Energy Policy, Oil, Power Politics, and Economic growth
Political Geography:
Pakistan, China, South Asia, Middle East, and Punjab