-Caveat Lector-   <A HREF="http://www.ctrl.org/">
</A> -Cui Bono?-

LOS ANGELES, March 26 (UPI) -- A U.S.-backed oil pipeline from
the Caspian Sea to the Turkish port of Ceyhan may have to be
shelved for economic reasons unless additional crude is found to
guarantee a larger, more lucrative daily flow.

 The proposed $2.5-billion Baku-to-Ceyhan pipeline is favored by
the United States because it gives western Caspian crude a route
to the West that avoids the more volatile regions of Iran and
southern Russia.

 The Los Angeles Times reported Sunday, however, that the basic
economics of oil have put the entire project in jeopardy. Experts
told the Times that there appears to not be enough crude
available in the Caspian to make the project economically
feasible, even with world oil prices at 10-year highs.

 "Higher prices definitely make development of the Caspian look
better, but there probably isn't enough oil now to justify this
pipeline," Julia Nanay, director of Petroleum Finance Co., told
the Times.

 Energy experts told the newspaper that 6 billion barrels of
crude reserves are needed for the pipeline to work, but only 4
billion are currently available and there are no obvious sources
of additional developed reserves on the horizon.

 "You have got to have enough oil to put through the pipeline,
and there just isn't enough there," said Robert Ebel, an energy
expert at Washington's Center for Strategic and International
Studies.

 The Baku-to-Ceyhan pipeline -- backed by the White House -- is
being developed by an 11-member consortium headed by BP Amoco,
which has sunk $12 billion into developing Azerbaijan's offshore
oil reserves in the Caspian. The Times said BP Amoco at first
resisted the Baku-to-Ceyhan route in favor of the shorter
proposed routes -- through Georgia to the Black Sea port of
Supsa, or south across Iran to the Persian Gulf.

 The Caspian region has estimated crude reserves of 35 billion
barrels, about the size of the North Sea, plus prodigious natural
gas supplies. Transporting the oil to the Mediterranean seaport
of Ceyhan would make it less likely that political turmoil in
Russia or Iran would cut the precious flow of oil, and would also
bolster the fledgling governments of Azerbaijan and other Caspian
republics by giving their petroleum resources an outlet to the
world that didn't depend on Russia or Iran.

 Turkey, a NATO member and long-time U.S. ally, has been actively
lobbying to be the transit route for the Caspian's oil and
natural gas.

 The Ceyhan route, however, is much longer so the transportation
costs per barrel of oil will be higher than if the pipeline were
shorter.

 The Times said the Caspian consortium believes the crude
shortfall is, in part, caused by the difficulty of exploring the
relatively uninhabited Caspian region. The oil companies have
been looking into adding crude from the eastern Caspian to the
pipeline flow, but have also said Washington should consider
subsidies for the pipeline until enough reserves are developed to
make it pay for itself.

 Some analysts told the Times that the Clinton administration has
ignored ,<== the hard realities of pipeline economics in favor of
one stressing security <== matters that don't greatly effect the
United States.  <==

 "The State Department is looking at the large geopolitical
picture," said Geoffrey Kemp, a Middle East specialist at the
Nixon Center for Peace and Freedom. "They have worked themselves
into a frenzy by justifying the East-West route."


--
Copyright 2000 by United Press International.
All rights reserved.
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