< http://www.ca-c.org/journal/eng04-2001/02.rasprimen.shtml >
THE MYTHOLOGY OF MUNIFICENT CASPIAN BONANZA AND ITS CONCOMITANT
PIPELINE GEOPOLITICS
Alec RASIZADE


Alec Rasizade, Senior associate, Historical Research Center in
Washington (U.S.A.)


When I first ventured into the Caspian petroleum economics and
geopolitics in the early 1990s, there was a great deal of ground to
speculate on the future developments. Of late, the Caspian scholarship
is getting increasingly difficult and unrewarding because what needs
to be said has been over and again repeated in various international
workshops and conferences, academic and industry journals, mass media
and intelligence reports. Yet, at the expense of being repetitive at
times and in the light of recent developments, there is still some
room to articulate the issues that are likely to determine the future
geopolitical landscape of the region and have a direct bearing on
major powers' strategic interests.

The Foggy Bottom's Old Caspian Tale and the Bush Administration's New
Approach
Among the major issues where the new U.S. administration has to cope
with the Clinton legacy, are the Caspian area energy policy and the
concomitant pipeline projects. The State Department has invested
heavily in a grandiose strategy that has been to press the Caspian
countries and international consortia operating in the region to
export their oil and gas westward through pipelines that would
terminate in Turkey. These costly projects, the Baku-Ceyhan oil
pipeline and the Trans-Caspian gas pipeline from Turkmenistan, never
made obvious economic sense.

The Department of State, nonetheless, has been a staunch advocate of
both projects and pressed the leaders of Turkey, Georgia, Azerbaijan,
Kazakhstan and Turkmenistan to sign a package of legal framework
agreements in Istanbul in 1999 under American auspices. The plan's
strategic objective was twofold: to reduce Russia's political
influence in the Caucasus by pushing it out of the Caspian Sea, and
further isolate Iran in the region.

However, instead of the politically bloated appraisal of 200 billion
barrels in ostensible Caspian oil reserves (compared with Saudi Arabia
's 250 billion) valued at 4 trillion dollars, exuberantly cultivated
for years by the State Department to allure American investors into
the region and justify its own strategy there, we are talking today
about 15 billion to 30 billion barrels of proven reserves, most of
which are confirmed under the Kazakhstan section of the sea.

Part of the problem is that what the U.S. government says tends to be
taken much more seriously outside the United States than within. Oil
industry analysts reacted with......

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