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The New Geopolitics of Energy
Published on May 6, 2008
Last Updated on Feb 4, 2011 at 9:44 pm

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Concern over the safety of vital resource supplies has, therefore, been a central feature of strategic planning for a long time. But the attention now devoted to this issue represents a qualitative shift in US thinking, matched only by the imperial impulses that led to the Spanish-American War a century ago. This time, however, the shift is driven not by an optimistic faith in America’s capacity to dominate the world economy but by a largely pessimistic outlook regarding the future availability of vital resources and the intense competition over them waged by China and other rising economic dynamos. Faced with these dual challenges, Pentagon strategists believe that ensuring US primacy in the global resource struggle must be the top priority of American military policy.

Back to the Future

In line with this new outlook, fresh emphasis is being placed on the global role of the Navy. Using language that would sound surprisingly familiar to Alfred Mahan and the first President Roosevelt, the Navy, Marines and Coast Guard unveiled A Cooperative Strategy for 21st Century Seapower in October; it emphasizes America’s need to dominate the oceans and guard the vital sea lanes that connect this country to its overseas markets and resource supplies:

Over the past four decades, total sea borne trade has more than quadrupled: 90 percent of world trade and two-thirds of its petroleum are transported by sea. The sea-lanes and supporting shore infrastructure are the lifelines of the modern global economy…. Heightened popular expectations and 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.

To address this danger, the Defense Department has undertaken a massive modernization of the combat fleet, entailing the design and procurement of new aircraft carriers, destroyers, cruisers, submarines and a new type of “littoral combat” (coastal warfare) ship – an endeavor that could take decades to complete and consume hundreds of billions of dollars. Elements of this plan were unveiled by President Bush and Defense Secretary Gates in the budget proposal for Fiscal Year 2009, submitted in February. Among the big-ticket items highlighted in the shipbuilding budget are:

·$4.2 billion for the lead ship of a new generation of nuclear-powered aircraft carriers;
· $3.2 billion for a third Zumwalt class missile destroyer; these warships with advanced stealth capabilities will also serve as a “testbed” for a new class of missile cruisers, the CG(X);
· $1.3 billion for the first two littoral combat ships;
· $3.6 billion for another Virginia class submarine, the world’s most advanced undersea combat vessel in production.
· Proposed shipbuilding programs will cost $16.9 billion in FY 2009, on top of $24.6 billion voted in FY 2007 and FY 2008.

The Navy’s new strategic outlook is reflected not only in the procurement of new vessels but also in the disposition of existing ones. Until recently most naval assets were concentrated in the North Atlantic, the Mediterranean and the Northwest Pacific in support of American forces assigned to NATO and the defense pacts with South Korea and Japan. These ties still figure prominently in strategic calculations, but ever-increasing weight is placed on the protection of vital trade links in the Persian Gulf, the Southwest Pacific and the Gulf of Guinea (close to Africa’s major oil producers). In 2003, for example, the head of the US European Command declared that the aircraft carrier battle groups under his command would be spending fewer months in the Mediterranean and “half their time going down the west coast of Africa.”

A similar outlook is guiding the realignment of overseas bases, which has been under way for the past several years. When the Bush Administration came into office, most major bases were in Western Europe, Japan or South Korea. Under the prodding of then-Defense Secretary Rumsfeld, however, the Pentagon began to relocate forces from the outer fringes of Eurasia to its central and southern regions – especially East-Central Europe, Central Asia and Southwest Asia – as well as to North and Central Africa. True, these areas are home to Al Qaeda and the Middle Eastern “rogue states” – but they also contain 80 percent or more of the world’s oil and natural gas, as well as reserves of uranium, copper, cobalt and other critical industrial materials. And, as noted, it is impossible to separate the one from the other in US strategic calculations.

A case in point is the US plan to maintain a basing infrastructure to support combat operations in the Caspian Sea basin and Central Asia. American ties with states in this area were established several years before 9/11, to protect the flow of Caspian Sea oil to the West. Believing that the Caspian basin could prove a valuable new source of oil and natural gas, President Clinton worked assiduously to open the doors to US involvement in the area’s energy production; aware also of the endemic ethnic antagonisms in the region, he sought to bolster the military capabilities of friendly local powers and to prepare for possible intervention by American forces. President Bush later built on these efforts, increasing the flow of US military aid and establishing bases in the Central Asian republics.

A corresponding mix of priorities governs the Pentagon’s plans to retain a constellation of “enduring” bases in Iraq. Many of these installations will no doubt be used to support continuing operations against insurgent forces, for intelligence activities or for the training of Iraqi army and police units. Even if all US combat troops are withdrawn in accordance with plans announced by senators Clinton and Obama, some of these bases will probably be retained for the training activities they say will continue. At least some bases, moreover, are specifically earmarked for the protection of Iraqi oil exports. In 2007, for example, the Navy revealed that it had established a command-and-control facility atop an offshore Iraqi oil terminal in the Persian Gulf to oversee the protection of vital terminals.

A Global Struggle

No other major power is capable of matching the United States when it comes to the global deployment of military power in the pursuit or protection of vital raw materials. Nevertheless, other powers are beginning to challenge this country in various ways. In particular, China and Russia are providing arms to oil and gas producers in the developing world and beginning to enhance their military capacity in key energy-producing areas.

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