AgNoStiC MuSliM
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Pakistan's growing energy requirements can not alone make for a broad based relationship unless Pakistan finds other customers for the energy being supplied. While it may make one pipeline viable, what you are talking about is much more.
Pakistan is too small a market for the kind of relationship you are advocating.
The ONLY way to achieve what you are advocating is-also sell energy to either India or China. China alone is one of the biggest markets. And selling to India means that there is access to markets like BD as well.
I disagree - the IP pipeline is viable with just Pakistan as a customer, and the amount of power it will generate is a fraction of the total current demand. Looking outside of power generation, household consumption continues to rise as Pakistan's domestic resources continue to shrink, meaning additional demand that needs to be satisfied.
Sales to China and India obviously sweeten the deal, but are not essential. However, as in the case of the IP(I, C) the networks could be expanded to also serve India and China.
The West is the largest player in Afghanistan currently be virtue of the fact that it has a vested security interest in stabilizing Afghanistan. Without that security interest in Afghanistan, investment from the West will plummet barring some new economic opportunity that its businesses can exploit. Pakistan's investment however is tied to long term concerns as are its continuing economic ties and energy needs. If the Afghans have any sense they realize this - the West is there only so long as they have security interests at stake, but they cannot change their neighbor in Pakistan.While Pakistan is by far the biggest player in Afghanistan, any amount delivered to Afghanistan will have to be looked at relatively. It maybe big in absolute terms, but banking on small amounts like this(relatively) for relationships and influence of the kind you talk about are unreasonable.
Iran has had the opportunity to influence Afghanistan for as long as Pakistan, yet Pakistan continues to be the major trading partner. Despite Kabul's hostility towards Pakistan, the fact is that the ethnic, cultural and religious linkages between Afghanistan and Pakistan are significantly larger than those between Afghanistan and Iran, and have traditionally made Pakistan the preferable route for doing business.Like i said, there are two flaws in your analysis-You assume Iran does not become an international player. Iran with its massive investment in Road and Rail connectivity directly to Afghanistan from its ports plans to make more than a dent in Pakistan's ability to capture that market.
India is also investing in Iranian ports.
Iran has its own large oil and gas reserves to sell, and can only offer to largely act as a transit country for the CAR energy resources. On the gas side at least, piping gas to Chabahar and then shipping it overseas is an expensive proposition (as seen with how the IPI being turned to the II undersea is currently seen as financially prohibitive) Pakistan offers both a major market and a transit route (Land based to India and China to boot), making it more attractive than Iran as a route, especially for gas.
We'll wait for the Iranians to 'right their international relations', and since Pakistan's interest is primarily energy from the CAR's and a neutral Afghanistan, what else 'Iran can swing' is for another thread.You realize that its more than just the CAR market that Iran can swing if and when it gets its international relations right.
The second flaw is of economies of scale. Pakistan does not satisfy that criteria by a good margin.
On the economies of scale, I provided my POV on why Pakistan does offer economies of scale through its growing domestic demand earlier.
Absolutely the Russians have a stake as well, but if the CAR's can sell to multiple consumers they will, especially given the Russian reputation for arm-twisting to get its way.One more thing- as someone said before, all this talk is subject to a variety of factors that are not being counted. Off the top of my head i can think of atleast one-Russia has a stake in a LOT of energy in that region apart from *significant* influence. They have a LOT of say in where and what pipelines get laid-Russia wants to capture the entire energy market.
Heck they are BUYING energy from other neighbouring countries in bulk so they have more control over where and how the energy flows. They are close with Iran, and India and there are dozens of other things that come into play -which i am not adequately qualified to comment on without research.
I have pointed out what Pakistan's interests are - a neutral Afghanistan that has significant common interests with Pakistan through the direct economic ties, already substantial, and through Pakistan-CAR trade, and therefore acts to facilitate the development of such economic ties, as well as respects Pakistan's territorial integrity and refuses to act as a proxy for India.But its safe to say that you have an idea of why I think what you are proposing is very difficult to happen-the talk about Pakistan buying significant energy to have influence.
Ofcourse, Afghanistan has to listen to what Pak says, but i doubt that listening to Pak means going against Indian interests with the kind of lobbies being present there now and growing.
What are Indian 'interests', that Pakistan would want Afghanistan to 'go against'?