Timing is everything in the Great Game. Pres. Bush is expected to officially
unveil A New Way Forward in Iraq midweek, although advance reviews of the
draft Bush Commandments suggest it is Dead on Arrival in Congress as well as
the American public.

However, Pres. Bush as Commander in Chief can take action and not ask
permission afterward, as the saying goes. The USS Eisenhower carrier group
is in place and the choice of Admiral Fallon, experienced in the geopolitics
of the tense China Sea, as new chief strategist for the Middle East command,
no doubt signals to the Iranians that we don’t need boots on the ground to
start a war.  The Ike Strike group also reminds Iraqis what is at stake on
those contracts they are supposed to sign (this week) and ensures that if
Israel does attempt air strikes in Iran, that the supply chain is protected.

The folly and risk of these escapades is well known. Geopolitics is seldom
straightforward, but ‘following the money’ sheds much light on many threats
and military actions. Here’s a reminder, sent over by Keith Hudson, of what
is at stake. Remember, Iraq had contracts before 2003 that US companies had
been excluded from because of the longstanding boycott. Russia and China
were the major beneficiaries, France to a lesser degree. But much has
changed in three years, and Saddam’s death ended more than a threat to the
supply chain, he took to the grave secrets of past geopolitical deals.

And so The Game continues. - kwc

How the West will make a killing on Iraqi oil riches
By Danny Fortson, Andrew Murray-Watson and Tim Webb, Independent UK, 07
January 2007

Iraq's massive oil reserves, the third-largest in the world, are about to be
thrown open for large-scale exploitation by Western oil companies under a
controversial law which is expected to come before the Iraqi parliament
within days.

The US government has been involved in drawing up the law, a draft of which
has been seen by The Independent on Sunday. It would give big oil companies
such as BP, Shell and Exxon 30-year contracts to extract Iraqi crude and
allow the first large-scale operation of foreign oil interests in the
country since the industry was nationalised in 1972.

The huge potential prizes for Western firms will give ammunition to critics
who say the Iraq war was fought for oil. They point to statements such as
one from Vice-President Dick Cheney, who said in 1999, while he was still
chief executive of the oil services company Halliburton, that the world
would need an additional 50 million barrels of oil a day by 2010. "So where
is the oil going to come from?... The Middle East, with two-thirds of the
world's oil and the lowest cost, is still where the prize ultimately lies,"
he said.

Oil industry executives and analysts say the law, which would permit Western
companies to pocket up to three-quarters of profits in the early years, is
the only way to get Iraq's oil industry back on its feet after years of
sanctions, war and loss of expertise. But it will operate through
"production-sharing agreements" (or PSAs) which are highly unusual in the
Middle East, where the oil industry in Saudi Arabia and Iran, the world's
two largest producers, is state controlled.

Opponents say Iraq, where oil accounts for 95% of the economy, is being
forced to surrender an unacceptable degree of sovereignty.

Proposing the parliamentary motion for war in 2003, Tony Blair denied the
"false claim" that "we want to seize" Iraq's oil revenues. He said the money
should be put into a trust fund, run by the UN, for the Iraqis, but the idea
came to nothing. The same year Colin Powell, then Secretary of State, said:
"It cost a great deal of money to prosecute this war. But the oil of the
Iraqi people belongs to the Iraqi people; it is their wealth, it will be
used for their benefit. So we did not do it for oil."

Supporters say the provision allowing oil companies to take up to 75% of the
profits will last until they have recouped initial drilling costs. After
that, they would collect about 20% of all profits, according to industry
sources in Iraq. But that is twice the industry average for such deals.

Greg Muttitt, a researcher for Platform, a human rights and environmental
group which monitors the oil industry, said Iraq was being asked to pay an
enormous price over the next 30 years for its present instability. "They
would lose out massively," he said, "because they don't have the capacity at
the moment to strike a good deal."

Iraq's Deputy Prime Minister, Barham Salih, who chairs the country's oil
committee, is expected to unveil the legislation as early as today. "It is a
redrawing of the whole Iraqi oil industry [to] a modern standard," said
Khaled Salih, spokesman for the Kurdish Regional Government, a party to the
negotiations. The Iraqi government hopes to have the law on the books by
March.

Several major oil companies are said to have sent teams into the country in
recent months to lobby for deals ahead of the law, though the big names are
considered unlikely to invest until the violence in Iraq abates.

James Paul, executive director at the Global Policy Forum, the international
government watchdog, said: "It is not an exaggeration to say that the
overwhelming majority of the population would be opposed to this. To do it
anyway, with minimal discussion within the [Iraqi] parliament is really just
pouring more oil on the fire."

Vince Cable, the Liberal Democrat Treasury spokesman and a former chief
economist at Shell, said it was crucial that any deal would guarantee funds
for rebuilding Iraq. "It is absolutely vital that the revenue from the oil
industry goes into Iraqi development and is seen to do so," he said.
"Although it does make sense to collaborate with foreign investors, it is
very important the terms are seen to be fair."
http://news.independent.co.uk/world/middle_east/article2132569.ece
<http://news.independent.co.uk/world/middle_east/article2132569.ece>
Related
More details on the draft legislation that could start new warfare in Iraq,
despite or because of plans to bring in new Kurdish troops for Baghdad
security.
Blood and Oil: how the West will profit from Iraq’s precious commodity
Iraq's sovereign right to manage its own natural resources could also be
threatened by the provision in the draft that any disputes with a foreign
company must ultimately be settled by international, rather than Iraqi,
arbitration.
In the July draft obtained by The Independent on Sunday, legislators
recognise the controversy over this, annotating the relevant paragraph with
the note, "Some countries do not accept arbitration between a commercial
enterprise and themselves on the basis of sovereignty of the state."
It is not clear whether this clause has been retained in the final draft.
Under the chapter entitled "Fiscal Regime", the draft spells out that
foreign companies have no restrictions on taking their profits out of the
country, and are not subject to any tax when doing this.
http://news.independent.co.uk/world/middle_east/article2132574.ece
<http://news.independent.co.uk/world/middle_east/article2132574.ece>




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