Raza Mehkeri
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Welcome to an edgy world where a single incident at an energy chokepoint could set a region aflame, provoking bloody encounters, boosting oil prices, and putting the global economy at risk. With energy demand on the rise and sources of supply dwindling, we are, in fact, entering a new epoch -- the Geo-Energy Era -- in which disputes over vital resources will dominate world affairs. In 2012 and beyond, energy and conflict will be bound ever more tightly together, lending increasing importance to the key geographical flashpoints in our resource-constrained world.
In the years to come, the location of energy supplies and of energy supply routes -- pipelines, oil ports, and tanker routes -- will be pivotal landmarks on the global strategic map. Key producing areas, like the Persian Gulf, will remain critically important, but so will oil chokepoints like the Strait of Hormuz and the Strait of Malacca (between the Indian Ocean and the South China Sea) and the sea lines of communication, or SLOCs (as naval strategists like to call them) connecting producing areas to overseas markets. More and more, the major powers led by the United States, Russia, and China will restructure their militaries to fight in such locales.
You can already see this in the elaborate Defense Strategic Guidance document, Sustaining U.S. Global Leadership, unveiled at the Pentagon on January 5th by President Obama and Secretary of Defense Leon Panetta. While envisioning a smaller Army and Marine Corps, it calls for increased emphasis on air and naval capabilities, especially those geared to the protection or control of international energy and trade networks. Though it tepidly reaffirmed historic American ties to Europe and the Middle East, overwhelming emphasis was placed on bolstering U.S. power in the arc extending from the Western Pacific and East Asia into the Indian Ocean and South Asia.
In the new Geo-Energy Era, the control of energy and of its transport to market will lie at the heart of recurring global crises. This year, keep your eyes on three energy hot spots in particular: the Strait of Hormuz, the South China Sea, and the Caspian Sea basin.
One thing is certain: wherever the sparks may fly, theres oil in the water and danger at hand in 2012.
In the years to come, the location of energy supplies and of energy supply routes -- pipelines, oil ports, and tanker routes -- will be pivotal landmarks on the global strategic map. Key producing areas, like the Persian Gulf, will remain critically important, but so will oil chokepoints like the Strait of Hormuz and the Strait of Malacca (between the Indian Ocean and the South China Sea) and the sea lines of communication, or SLOCs (as naval strategists like to call them) connecting producing areas to overseas markets. More and more, the major powers led by the United States, Russia, and China will restructure their militaries to fight in such locales.
You can already see this in the elaborate Defense Strategic Guidance document, Sustaining U.S. Global Leadership, unveiled at the Pentagon on January 5th by President Obama and Secretary of Defense Leon Panetta. While envisioning a smaller Army and Marine Corps, it calls for increased emphasis on air and naval capabilities, especially those geared to the protection or control of international energy and trade networks. Though it tepidly reaffirmed historic American ties to Europe and the Middle East, overwhelming emphasis was placed on bolstering U.S. power in the arc extending from the Western Pacific and East Asia into the Indian Ocean and South Asia.
In the new Geo-Energy Era, the control of energy and of its transport to market will lie at the heart of recurring global crises. This year, keep your eyes on three energy hot spots in particular: the Strait of Hormuz, the South China Sea, and the Caspian Sea basin.
One thing is certain: wherever the sparks may fly, theres oil in the water and danger at hand in 2012.
