by Alexis » Thu Sep 29, 2011 11:30 am
To sum up the reality of energy and military balance in the Arabo-Persian Gulf:
1) While Gulf countries account for a large part of fossil energy production, they have an even larger part of fossil energy reserve, in fact a majority of global oil reserves. As peak oil is reached (possibly now, anyway within the very next few years), global oil production will begin to decline and an even larger part of remaining production will come from the Gulf, at the very same time when demand for oil will be more intense because of China, India and other emergents (even if a global depression delays that for a few years).
Strategic importance of the Gulf will then be magnified even compared to where it is now
2) Iranian strategic power was increased by US criminal and stupid invasion of Iraq, because the only potential Arab power able to counterbalance Iran was smashed for good. Iran has also increased its military power with adapted doctrines and autonomously produced weapons, which were the main factor behind Hizbullah' successful war against Israel in South Lebanon 2006: the Shia Lebanese Party was able to make reconquest of South Lebanon costly enough to Israel for the Hebrew State to throw the towel, preferring a draw to a victory which Israel would have had to pay with several days/weeks of severe losses à la European-WWI.
Iranian military capability for conquest is minimal: Iran doesn't have any credible option to conquer territory in the West, South, East nor North. The real Iranian capability is to spoil Gulf oil production / export during enough time (a number of months) for global recession, possibly global depression to result. This is a deterrent much more threatening than a potential future Iranian nuclear deterrent able to lob a couple fission bombs onto populated areas, because a few fission detonations would be much less destructive than a global depression. Also, by contrast with nukes, it's a capability that Iran really has.
That deterrent is of course an existential one, meaning that using that capability of strong disruption of Gulf oil production and export so as to provoke world depression would result in such counter-reaction by US and other countries as to collapse the present Iranian regime, just as Third Reich and Imperial Japan regimes collapsed. The moral way to react would be for US and Western countries to face and to pay the kind of price which Israel refused to pay in 2006, accepting heavy (military) losses to terminate the Iranian regime. The easy way would be to end it the same way that Imperial Japan regime was ended in August 1945. In that case, I would strongly insist to follow the moral way (...but I'm not in charge).
Given the existence of this deterrent, Iran is sure than it will be left alone. Plans to bomb suspected sites of Iranian nuclear-weapon research have been scrapped because of that deterrent (to the great dismay of our beloved Spengler)
That's already a lot. But that's all. Iran has no ability whatsoever to protect another country, minimal ability to project power (a couple floating targets close to the US coast doesn't count as power projection)
Iranian strategy is based on poking continuously at US, UK, Israel and others and making all sorts of noise, hoping to induce as many people as possible into believing that since US, UK, Israel and others are not attacking Iran after its provocative behaviour, it must be because Iran is so powerful... and such a powerful country could protect me?
Reality is different: Iran's military ability being limited to provoking a global depression results in Iran being protected against attacks to its vital interests, at the same time as Iran is unable to protect any country else than itself.