Tag Archives: Iran

Syria: Finding the Lost Cause in China

Welcome to America’s Syria Policy, the China round. Having made the public announcement of support to the rebels, only two feasible policy options remain for the United States; these examples arise from two moments in history, existing together on a razor’s edge of success in a smorgasbord of disaster. We either take a page from the Kuomintang-Maoist balance during the invasion by Imperial Japan or from America’s opening of China in the 1970′s.

Option 1: Beyond the Syrian Sub-Plot

To much of the leadership of the Maoists (CCP) and the Kuomintang (KMT), both members of the Second “United Front”, the invasion by Japan was merely a precarious backdrop to the continued struggle for the face of China’s independent future. In the words of their leadership:

The photographer cropped out the knives behind their backs.
The photographer cropped out the knives behind their backs.

“70 percent self-expansion, 20 percent temporization and 10 percent fighting the Japanese.”
-Mao Zedong

“The Japanese are a disease of the skin, the communists are a disease of the heart.”
-Chiang Kai Shek

Even while the battle with Japan raged, Chiang-Kai Shek and Mao’s soldiers exchanged fire behind the lines of control. The conflict was partially a vessel by which the KMT and CCP collected foreign aid and built local influence/human resources for the final battle between the United Front’s membership. The limits of treachery within the Chinese alliance were often what each party felt able to get away with. China’s fate, not the rejection of an interloper, was the main prize.

The Syrian civil war has become such a major sub-plot; the two major parties, the Assad regime and the rebellion, are dominated by equally bad options: an extremist authoritarian backed by Hezbollah and Iran, and extremist Islamists backed by Al-Qaeda. Syria is beyond her “Libya Moment” when moderates and technocrats were still strong enough to out-influence extremist elements in stand-up combat with the regime. Like the KMT or CCP, the United States must now concentrate on the survival of what little faction of sanity exists within the war, as opposed to the war itself.

To concentrate on the “Rebel-Regime” narrative now is a mistake; for the United States, the only real narrative is the survival of moderate freedom fighters.  U.S. policy must concentrate on the perspectives of Mao and Chiang: the survival of the preferred eventual party, not the defeat of the temporal enemy.  Both extremist parties must lose; enclaves of moderates must be armed and pushed to defend themselves from both regime and rebels if need be. If such an operation is feasible, the moderate enclave could be made strong enough to sweep up and put together the pieces after extremist regime and extremist rebel have sufficiently weakened each other. The authoritarian regime is a disease of the skin, extremism is a disease of the heart.

 

Option 2: Trees for the Forest

America’s sudden opening with China was a calculated move to create a counter-balance to the conventional perception that the world was going the Soviet Union’s way. In that vein, sacrifices had to be made:

“I told the Prime Minister that no American personnel … will give any encouragement or support in any way to the Taiwan Independence Movement. … What we cannot do is use our forces to suppress the movement on Taiwan if it develops without our support.”
Henry Kissinger

Eventually, America went so far as to switch official diplomatic recognition from their Taiwanese allies to the PRC. Some question whether the balancing program started by the Nixon administration’s efforts generated tangible results. Such is the risk of trading policy for intangible influence. However, the election of moderate cleric Hassan Rouhani as president of Iran has given the United States the chance to trade her potential quagmire in Syria for a brighter future for and with Iran.

Up until the recent election, policymakers had called Iran for the conservatives. Now, a moderate (note: moderate does not mean reformer) has been elected on a rather explicit platform:

I thank God that once again rationality and moderation has shone on Iran… This victory is a victory for wisdom, moderation and maturity… over extremism.
President Rouhani

Your government … will follow up national goals … in the path of saving the country’s economy, revive ethics and constructive interaction with the world through moderation.
President Rouhani

Like the PRC, President Rouhani is far from lock-step with western powers, but offers a great chance to shift the internal Iranian power balance to a more palatable place for United States policy. In the China scenario, the opponent was the Soviet Union and the offering was neutrality in the major PRC territorial concern: Taiwan. In this scenario, the Soviet player is the internal conservative element in Iran that prefers antagonism as a path to regional power. Although not a direct regional concern, Syria is nonetheless a part of Iran’s sphere of influence and a key part of Iran’s core interest to be the regional power. Offering to scale our Syrian direct involvement back to containment could give the new Iranian president the necessary trophies to allay conservatives and giving Rouhani the juice to convince the real powers Iran to throttle back on the nation’s own ill-advised plans for further involvement in Syria. No doubt he would like to make room for his original platform of diplomatic reform and internal growth. A trophy from the West in hand, he may gain the legitimacy to further push a more conciliatory approach with the west in regards to even nuclear policy. This would encourage greater region-wide stability through decreased Iranian antagonism. Unlike a direct Syria strategy, this vector suppresses a regional instigator of extremism, rather than attacking one particular instance.

The Pitfalls:

Option 1: Death Spiral

The direct Syria strategy potentially drags the United States into a military quagmire where her legitimacy of policy has been indirectly hung upon forces with which she considers herself at war. It may also force potential political fellow travelers in Iran to abandon their hopes of conciliation with the West as we become further associated with direct attacks on what Iranian strategists consider a sphere of influence supporting their core interests. Further pushing Iranian knee-jerk involvement in Syria, the United States either gets sucked in with her incredibly unpleasant bedfellows or must publicly divest herself of a major policy to great embarrassment. While fighting in China, General “Vinegar Joe” Stillwell once said, “We must get arms to the communists, who will fight,” missing the greater oncoming historical narrative. A direct strategy in Syria may accidentally force us into a conflict with no right sides and no exit; no matter the choice, we may foul the over-arching narrative of moderation and humanity in the face of extremism.

Option 2: Three Steps Back

While getting us out of a potential quagmire, we may sacrifice our public support of a legitimately beleaguered people for what may be little to no political advantage. There are no guarantees that trading direct involvement for containment will have any traction in the cloistered government halls of Iran. The U.S. abandonment of the anti-government elements during Desert Storm reverberated painfully. Can the United States afford to create a pattern of supporting and flipping rebels for political convenience if a chance still exists in Syria? While the political and military initiative of the moderate movement in Syria may be gone and the vacuum filled by monsters, the regular people behind that moderation are still there. As said by one of the philosophical forebears of the Republic, “all that is necessary for the triumph of evil is that good men do nothing.”

A Painful Choice:

Posing a series of ideas without taking a stand is the equivalent to cheating. Unfortunately, we arguably lost in both historical scenarios. The KMT was eventually defeated by the CCP and our later sacrifices in opening China may have been unnecessary, as the PRC may have already been girding themselves to take such actions.

Our hesitation has painted us into a corner where, heartbreakingly, we may only make things worse.
As heartbreaking as it is, our hesitation painted us into a corner where we have no real palatable options inside Syria. “Helping” may only arm monsters. Unfortunately, wishes and hindsight cannot change the present. Progress must be found elsewhere.

As much as it pains me to leave behind the besieged people of Syria, that conflict appears to the amateur to be too far gone. The West’s chance to out-influence the extremists was lost last year. When the drowning people of Syria reached out their hand, the only ones to grab ahold were our enemies while we looked on. Our involvement would suck us into a cycle of escalation in a conflict with no side we wish to favor. If Assad and his allied extremists wish to exchange with AQ and their extremists associates, both our enemies lose. No scenario exists, without Western boots on the ground, which does not lead to more mass death.Victory for either side will leave a long and bloody shadow. The better hope lies in the long view that a sustained positive relationship with Iran may serve as a conduit for increased moderation now and internal reform later. As for Syria, we must merely pray that the innocent can escape.

At the time we may have sacrificed too much in our opening to China, but its end result was increased reforms. No one would argue that the China of today is anywhere close to Mao’s terrifying schizophrenic state. Our opportunity with Iran is not as primed as the position potentially under-played by Nixon and Kissinger. Syria is enough of a mess and the Iranian opportunity great enough that a shift is worth the risk. If Iran can be encouraged to give via moderation the West the political space to open sanctions, economics rather than militancy could become the face of Iranian influence in the region. This could lead to greater stability, prosperity, and opportunity for everyone both outside and inside Iran.

(Editor’s Note 30/3/15, MRH – Well, so much for that.)

Matt Hipple is a surface warfare officer in the U.S. Navy.  The opinions and views expressed in this post are his alone and are presented in his personal capacity.  They do not necessarily represent the views of U.S. Department of Defense or the U.S. Navy.

MFP 7: Future Maritime Disputes

What maritime dispute is most likely to lead to armed conflict in the next 5/10/20 years?

This is the seventh in our series of posts from our Maritime Futures Project.  For more information on the contributors, click hereNote: The opinions and views expressed in these posts are those of the authors alone and are presented in their personal capacity.  They do not necessarily represent the views of their parent institution U.S. Department of Defense, the U.S. Navy, any other agency, or any other foreign government.

LT Scott Cheney-Peters, USNR:

South-China-SeaI’m going to confine my thoughts here to the most likely to spill over into conflict and save the rest for Question 9. I expect that I will of course get most of this wrong. There’s a reason I’m not a betting man.

0-5 Years:  As we’ve been arguing on this site since last year, the numerous maritime disputes in which China is involved, China’s seeming unwillingness to seek a diplomatic resolution to these disputes, and China’s unilateral moves to change the situation on the ground (sea) means that there is an alarming risk of miscalculation and escalation in any of a number of conflicts (the Senkakus/Diaoyus; the Spratleys, the Paracels, etc). This is not to lay the blame solely in China’s lap, however. The recent (re-)election of Shinzo Abe in Japan at the head of a nationalist LDP government will perhaps be just as unwilling to make concessions in the Senkakus dispute, for example. And as we saw with the protest voyage to the Senkakus of the Kai Fung No. 2, non-state actors can just as easily force a government’s hand. All of this is despite the incredibly complex and large economic ties which bind all of the participants. Further, there is the possibility in any of these conflicts that a “wag-the-dog” component might come into play as the Chinese, Japanese, or another government seeks to distract from political or economic domestic problems through foreign adventurism.

Speaking of which, my runner-up scenario: Argentina vs the U.K., Round II.

5-10 Years:  The collapse of North Korea is something of a continuously looming catastrophe. Any prediction attempting to nail down a date has, of course, thus far been proved wrong. But the likelihood that it will happen at some point and the magnitude of follow-on effects requires robust contingency planning.

The reason I bring it up is that many of these potential follow-on effects dangers involve the possibility of maritime conflict – from a starved North Korea launching a land and sea invasion across the Demilitarized Zone and Northern Limit Line, or a combustible mix of Chinese and South Korean troops flooding into a post-regime North Korea, “disagreeing” over the terms of administration and reconstruction.

In a Naval War College class last year we presented a scenario in which the collapse of the North precipitated a potential humanitarian disaster, prompting a Chinese move across the border to stem the flow and the grave danger of miscalculation leading to conflict between some combination of American, South Korean, Chinese, and ex-regime ground and/or naval forces. We argued contingency planning (and regular multinational Humanitarian Assistance/Disaster Response exercises) for such a possibility needed to begin now between the U.S., South Korea, and China. More on this will follow in my oft-delayed post “Thinking About Prevention, Part III.” 

Runner-up:  Iran – because, well, the IRGCN sometimes seems like it requires individual units to bring foreign vessels to the point of batteries release as part of a bizarre initiation process.

10-20 Years:  The long-range forces likeliest to lead to maritime conflict in this timeframe and beyond may be urbanization, bringing more people to the cities, and climate change, bringing the seas closer to the cities. These won’t necessarily lead to a specific conflict, but could create a greater possibility of some new forms (in a tactical sense) of maritime insurgencies or require new/improved abilities to fight in maritime urban environments.

Simon Williams, U.K.:
The disputes raging between China and its South East Asian neighbours over islands and influence in the energy reserve rich South China Sea, I believe, has the greatest potential to escalate into armed conflict with many regional powers flexing their military muscles. The standoff also has the potential to draw in other global powers, with America and India waiting in the wings to defend their interests should they deem it necessary. Moreover, options for a diplomatic solution are slowly contracting; last year ASEAN nations failed to agree on a ‘code on conduct’ at the annual summit meeting. Tensions also have the inherent risk of drawing in other powers due to the globally vital trading routes passing through the region. America has already announced an increased focus on the wider Pacific region, a strategic shift which has caused some chagrin in Beijing, which contends the Americans are interfering and in effect staging an attack on China.

The increasing size of the Indian Navy and the ambitions of China to build a credible fleet, demonstrated by the recent launch of their first aircraft carrier, are likely to lead to a further increase in tensions. History demonstrates that two nation’s with large navies and divergent regional interests rarely get along.

LT Drew Hamblen, USN:
The Senkaku Islands, the Spratlys, or Taiwan itself.

Marc Handelman, U.S.:
Unchecked African-based oceanic piracy.
Polar (Northern) national territorial & natural resource exploitation.

Felix Seidler, seidlers-sicherheitspolitik.net, Germany:

Spreading the love
                            Spreading the love.

Definitely the South China Sea, not the Persian Gulf. The Iranian naval threat is over-hyped. The U.S. Navy would sink most of Iran’s vessels within a few hours. However, in the South China Sea, the interests of the U.S., China, and India clash. With rising 1) population numbers, 2) regional economies, 3) nationalism/nation self-confidence, 4) resource demand, and 5) Armed Forces capabilities, armed conflict between two or more states is more likely in the South China Sea than anywhere else. These five points create a dangerous cocktail, because any conflict, from whatever cause, could quickly escalate.

Dr. Robert Farley, Professor, University of Kentucky:
I would not be at all surprised to see conflict between China and one or more ASEAN states over island control and access in the South China Sea. The game is extremely complicated, ripe for miscalculation, and prone to a variety of principal-agent problems. States that don’t want to be in an armed dispute could easily find themselves embroiled if they miscalculate the intentions of others.

Bryan McGrath, Director, Delex Consulting, Studies and Analysis:
Cliché, but one of the ongoing South China Sea scenarios seems most likely.

YN2(SW) Michael George, USN:
Within the next 2 decades, the only legitimate threat from a maritime perspective I can foresee is China. From various disputes with Japan to burgeoning naval capabilities, such as its new aircraft carriers, China seems to be a force to be reckoned with.

LCDR Mark Munson, USN:
I don’t see the various disputes that China has with neighbors in the East and South China Seas as being the seeds for future armed conflict.  One possibility that could snowball into something worse would be the various Persian Gulf states reacting in response to further efforts by Iran to assert its control over the Straits of Hormuz.  My most likely scenario, however, would be a fight between North and South Korea over encroachments across the Northern Limit Line.

Sebastian Bruns, Fellow, Institute for Security, University of Kiel, Germany:
Until 2018:  South China Sea; Strait of Hormuz/Persian Gulf.
Until 2023:  China’s rise (in general); Northwest & Northeast Passage; South America undersea resources; and/or any of the above.
Until 2033:  China’s rise (in general); and/or any of the above.

CDR Chuck Hill, USCG (Ret.):

"Limit Line" is more of a suggestion than a reality.
“Limit Line” is more of a suggestion than a reality.

China and Iran are the most obvious candidates. Today’s Navy seems geared to those threats. Looking elsewhere, we are likely to see some asymmetric conflicts where insurgents attempt to exploit the seas.

China will continue to push its claims in the South and East China Seas by unconventional means, or perhaps we may wake up some morning and find that every tiny islet that remains above water at high tide has been occupied. They are building enough non-navy government vessels to do that. They may also sponsor surrogates to destabilize the Philippines, Indonesia, and other Asian Nations that don’t willingly accept Chinese leadership.

We may also see conflicts:
– in Latin America, e.g. Venezuela vs. Colombia;
– between the countries surrounding the Caspian Sea over oil and gas drilling rights;
– over water resources on the great rivers of Asia.

There are always wars in Africa. They may become more general. Wherever there is both oil and weak governments, there may be conflict – Nigeria and Sudan come to mind. The entire Maghreb is at risk with Libya unstable, an ongoing arms race between Morocco and Algeria, and a growing Al-Qaeda franchise.

Bret Perry, Student, Georgetown University
5 Years:  Nigerian Piracy. Although not necessarily a maritime dispute, this is a serious maritime security issue that could get ugly. Piracy is on the rise again in Nigeria but unlike previous periods of piracy in the country the current episode appears less political and more criminal making it more threatening and difficult to combat.  Although Nigeria does not see as much commercial shipping traffic as Somalia, it still is a significant oil exporter via sea. This, combined with the increase in offshore oil facilities in the area, make piracy a serious threat to the area.

 

Nothing to see here!
                              Nothing to see here!

10 Years:  Persian Gulf Conflict. There is so much military activity among multiple countries in this region that conflict is likely. Although the US Navy and IRGCN have both displayed discipline thus far, if either side makes a mistake, or is pushed by another party, then the Gulf could experience some maritime conflict.

20 Years:  The South China Sea. Tensions in this region between the different parties involved will continue to fluctuate, but it will be some time until China possesses the confidence to decisively act militarily.

LT Alan Tweedie, USNR:
Both Iran and North Korea are unpredictable enough to start an armed conflict which would spill into the sea. The two also have enough land-based anti-ship cruise missiles (ASCMs) and ballistic missiles to put AEGIS/BMD to work for its intended purpose. India and Pakistan could also heat up their cold war, although I highly doubt the U.S. would get involved militarily in such a dispute.

LT Chris Peters, USN:
5 Years:  Iranian maritime claims in conjunction with their nuclear development.
10 Years:  North Korea vs South Korea OR China vs Japan re: disputed islands.
20 Years:  Access to Arctic waterways and seabed resources.

CDR Chris Rawley, USNR:
I’ll answer this question in the broader context of defense strategy. The U.S. DoD is making a deliberate pivot to East Asia, but changing global demographics don’t necessarily support such a shift. At the Jamestown Foundation’s recent Terrorism Conference, insurgency-expert David Kilcullen spoke to four global trends:

1) Population growth – By 2050, there will be over 9 billion people on earth. Much of this rapid growth will continue in less-developed regions of the world, with the “youth bulge” more prominent in the Middle East and Africa. Meanwhile the populations of industrialized countries, including China, will remain stagnant, or even shrink.
2) Urbanization – The trend of people moving to cities will continue, especially in Africa and South Asia. Urbanization brings with it higher rates of crime, pollution, and sprawling slums. The problems associated with these issues will often spill outside of a city’s borders, sometimes even becoming transnational.
3) Littoralization – Mega-cities (those with more than 10 million people) appear mostly in coastal regions. Poverty-stricken mega-cities in littoral areas such as Mumbai, Karachi, Dhaka, and Lagos are growing the fastest.
4) Connectedness – People and financial sectors are increasingly linked together globally with networks, cell phones, and satellites communications. These technologies provide constant global reach to anyone, anywhere.

Battlegrounds of the future?
Battlegrounds of the future?

The demographic trends are global, but the first three are most pronounced in coastal Africa and the Indian Ocean rim countries. Kilcullen primarily discussed these trends in the context of al Qaeda’s future. As an example, he believes (as do I) we will see more Mumbai-style attacks, with the terrorists infiltrating from the sea and command-and-controlling their operations in real time with smart phones and social media. But these four trends have greater implications for national security than the terror threat alone. Importantly, they indicate that irregular, people-centric threats will continue to create a disproportionate share of crises most likely to precipitate military intervention. It makes sense to array higher-end forces in areas where higher-end, state-centric threats are possible. But before we realign too much force structure to counter a blue-water fight in East Asia, we should consider that the types of missions these ships have been doing in the Indian Ocean and Persian Gulf the past two decades is what they will likely continue to do for the next two decades.

Moreover, the trends revalidate the importance of sea power to our nation’s security and support disproportionate defense spending on the Navy/Marine Corps team. From an acquisition stand-point, the Navy will need more platforms and weapons optimized to operate in the littorals and a continued focus on expeditionary logistics. Doctrinally, the Marine Corps will need to develop and practice new concepts for fighting in urban terrain.

LCDR Joe Baggett, USN:
Melting of the Polar Ice caps – Creating a race for claim and sovereignty over resources. Climate change is gradually opening up the waters of the Arctic, not only to new resource development, but also to new shipping routes that may reshape the global transport system. While these developments offer opportunities for growth, they are potential sources of competition and conflict for access and natural resources.

Increased competition for resources, coupled with scarcity, may encourage nations to exert wider claims of sovereignty over greater expanses of ocean, waterways, and natural resources—potentially resulting in conflict.

LTJG Matt Hipple, USN:
In the specific realm of dispute over the maritime domain, as opposed to just armed conflict in the maritime domain (in which case, Iran), the Senkakus are the most likely candidate. It wouldn’t be a full-blown war, but certainly there is a likelihood of shots being fired in misguided anger or accident with the increased level of friction contact between multiple opposing navies and fanatical civilians.

LT Jake Bebber, USN:
If history teaches us anything, it is that the next major conflict will occur in an area we will not expect and involve parties and issues that will surprise us (how many of us could point out Afghanistan on a map on September 10, 2001?). We will likely not be prepared. That being said, if I had to bet money, I would suggest that the maritime dispute between Japan and China over the Senkaku Islands is the one most likely to lead to a maritime conflict, drawing in a reluctant United States.

Swarms at Sea and Out-swarming the Swarms?

The Swarming Synchronized Speedboats of Iran’s Revolutionary Guards Corps Navy Revue

This week Foreign Policy posted a new article by Navy Postgraduate School professor John Arquilla, in which he discusses the how “swarm” tactics employed by the Russians caused the failure of Napoleon’s 1812 invasion.

Arquilla is a prolific author who regularly writes about swarms and “net-centric” operations.  In the above piece he cites successful maritime employment of swarm tactics such as German submarine “wolf-packs” in the Second World War and the Sri Lankan Navy’s fight against maritime elements of the Liberation Tigers of Tamil Eelam (LTTE, or “Tamil Tigers”) earlier this decade.

It is unclear how Arquilla’s example of the Russian defeat of Napoleon is applicable to a broad range of operations at sea, however.  When swarms are discussed in terms of maritime operations, it is generally in the context of an asymmetric fight within a constrained body of water, such as Iranian plans to use swarms of small boats or the Chinese Type 22 Houbei fast attack craft.  Napoleon’s Grand Armee was vulnerable to Russian swarm attacks on the march back from Moscow because of its extended supply lines.  In contrast, one of the primary advantages of sea power is that it provides the space for strategic maneuver and the ability to avoid such exposure to swarms.  Swarms and Anti-Access/Area Denial (A2AD) weapons and tactics could still threaten naval forces within specific areas in which the ability to maneuver is restricted, or are within the range of weapons on land, but they do not take away one of the main advantages of sea power, the ability for a state to choose where to best deploy its forces.

Lieutenant Commander Mark Munson is a Naval Intelligence Officer and currently serves on the OPNAV staff. He has previously served at Naval Special Warfare Group FOUR, the Office of Naval Intelligence and onboard USS ESSEX (LHD 2). The views expressed are solely those of the author and do not reflect the official viewpoints or policies of the Department of Defense or the U.S. Government.

Strait Talking: A Canadian Perspective on Hormuz

By Michael Bonner

What’s it really worth?

Late last year, Iran began threatening to close the strait of Hormuz in the Persian Gulf. At their narrowest point between Iran and Oman, the Strait are only 21 miles wide, but they have a perceived significance out of all proportion to their size, as some 17 million barrels of oil pass through them every day.

This story was recently brought home in a long article in the Financial Times on 5 October by author, Javier Blas. His source was a report by the US Energy Information Administration published 22 August 2012 entitled World Oil Transit Chokepoints

Here is the gist of Blas’ argument. International sanctions have taken a grim toll on Iran. The Iranian economy is in horrendous shape, and the oil has lost 60% of its value since the beginning of the year. Merchants have gone on strike as a result. President Ahmadi-Nezhad is in his final term in office and he and his supporters have been increasingly sidelined by more conservative elements within the Iranian regime. Could it be, as Blas suggests, that Iran has less to lose now than ever before and that closing the strait — even if only a diversionary tactic by the president — is now more likely than ever?

It should be remembered that the 17 million barrels passing through the strait of Hormuz daily constitute only 35% of the world’s oil. Apart from Iran itself exporters of oil primarily threatened by closure of the strait would be the Gulf states of Kuwait, Bahrain, Qatar. All their oil goes through the strait. Iraq, the United Arab Emirates, and Saudi Arabia, would also be affected, but not all their oil moves through the strait (the respective figures being 87%, 55%, and 48% of exported oil). So these countries, in so far as they are exporters of oil, would suffer greatly if the strait were closed.

But Gulf states such as Abu Dhabi and Saudi Arabia have built pipelines which, when fully operational, will vastly reduce their reliance on the strait. It must be said, however, that the pipelines will only be ready in about 18 months, which may be too late. This strategy, though, is sound in principle, and other gulf states should find similar means to avoid relying on a single route of export.

What about the West? Though the effect of closing the strait would not be negligible, it would not be catastrophic either — at least as far as oil supply is concerned. Only 16% of America’s imported oil passes through the strait, followed by Germany’s total of 5% — numbers which are dwarfed by statistics for Japan, South Korea, India, and China whose respective figures are 82%, 74%, 63%, and 43%. So it would seem that western countries have much less to fear from a closure of the strait than does Asia, at least as far as oil supply is concerned.

None of this is to say that closure of the strait would not have a profoundly negative economic effect, which it certainly would. But the effect would not be permanent. And in every crisis lies opportunity. In the event that the strait were indeed closed, thereby denying enormous amounts of oil to Japan, South Korea, India and China, two countries may stand to gain from supplying them.

The first is Russia. Russia produces 10.41 million barrels of oil a day, just slightly higher than Saudi Arabia’s output. According to the CIA, Russian reserves must be about 60 billion barrels, and there is much more to be discovered, so we can expect output to go up. But this would surely be augmented by the supposed 100 or so billion barrels of oil in Central Asia, historically within the Russian sphere of influence, and which Russia would almost certainly monopolize. In theory Russia and Central Asia could well end America’s partial reliance on gulf oil and supply large amounts to Japan, South Korea, India, and China at the same time.

But the strategic concerns here would be enormous. Thanks to Presidents Putin and George W. Bush, Moscow now has renewed ties with Kabul, where it exercised influence throughout the 20th century. Could Russia pass up the opportunity to restart its drive towards the Indian Ocean in search of an ice-free port? Much of the necessary infrastructure is already in place, and if Russia developed oil reserves in the former Soviet Central Asian republics (as well as its own), transport to China and India via the Wakhan corridor in Afghanistan and rail links from Uzbekistan via Mazar-i Sharif through Afghanistan and Pakistan would be essential. Construction of such links has been in planning for some time. But a port on the Indian Ocean, perhaps with Pakistan’s coerced permission, would be ideal for transport of Russian oil to India and beyond. Thus American naval superiority in the Indian Ocean (based on the tiny British atoll of Diego Garcia) would be entirely outflanked, and the Fifth Fleet, stationed on Bahrain, could not offset this. The result might be naval race of terrifying scale.

If closing the strait of Hormuz could lead to Russian dominance of the Asian oil market, many will argue that it would be best to keep them open at almost any cost. Many may therefore be pleased to know that the second country standing to profit from closure of the strait is Canada. Alberta’s Oil Sands are expected to yield about 4 million barrels a day by 2015, a puny amount that is easily outstripped by Russia’s colossal daily output. But Canada’s reserves are greater than those of Russia and Central Asia combined. In 2008, the government of Alberta estimated that 1.75 trillion barrels of oil could be extracted from the Oil Sands. Admittedly, however, only about 10% of this can be extracted in an economically viable manner at present. But 1.75 billion barrels is still a formidable amount and might well match or surpass Russian and Central Asian reserves. Output could also be increased with more investment that would further benefit Canada by creating jobs.

Canadians might look forward to a day when domestic oil reserves foster a massive national industry with international reach, both to America to the south and across the Pacific — and this without the alarming geostrategic concerns attending the rise of Russia. It is also worth noting that exporting oil from Canada across the Pacific would obviate another oil transit chokepoint: the strait of Malacca connecting the Indian and Pacific oceans. Canada’s dominance as an energy superpower, as some have said, would require an enormous amount of investment in infrastructure and political will to see it through, but it might well be worth it.

The high potential of the Oil Sands is not in doubt, but transport of oil through pipelines (notably the proposed expansion of the Keystone XL and the Gulf Coast Project) remains highly controversial both in Canada and the United States. And the environmental questions hanging over the Oil Sands themselves cannot be ignored either. So it may be some time before Canada can compete seriously with other oil-exporting countries — if ever. In the meantime, it will be best for everyone that the strait of Hormuz remain open. But Canadians may well wish to consider that Canada’s role as an ‘energy superpower’ may be infinitely preferable than other alternatives.

Michael Bonner studied Iranian history at Brasenose College in the University of Oxford. He is widely published on pre-Islamic Iran in both English and French, and his master’s thesis was published a year ago by Studia Iranica in Paris. Michael is a member of the Balkh Art and Cultural Heritage project, an archeological team based in Oxford devoted to the study of the ancient city of Balkh near modern-day Mazar-i Sharif in northern Afghanistan. Any views or opinions expressed in this article are solely those of the authors and the news agencies and do not necessarily represent those of the Atlantic Council of Canada. This article is published for information purposes only.