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Daniel J. Graeber

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Time to Call Iran's Bluff on Oil?

Posted: 02/10/2012 6:18 pm

Iranian lawmakers this week expressed support for a measure that would beat the European Union to the punch by cutting off oil exports before the summer. Tehran's measure amounts to a statement of economic warfare to some degree as the European economy continues to drag on the rest of the global market. Yet, if Iran is shipping only 20 percent of its oil to European markets, its more than likely the Europeans would be able to weather the storm.

European lawmakers voted to ban any new crude oil export contracts with Iran and put existing contracts on hold as part of the cat-and-mouse game over Iran's perceived nuclear ambitions. Iranian lawmakers, for their part, said the Europeans might not have to wait very long because Tehran could cut oil exports first, so there! Iran exports about 2.2 million barrels of oil per day, or roughly 20 percent of its total output, to European consumers. The last time a significant volume of crude was cut off from the world market, the International Energy Agency stepped in with strategic oil reserves. This time, however, Iran, considering its penchant for touting its vast consumer base, will likely send that 20 percent somewhere else.

Cue Riyadh. Saudi Arabia, certainly no friend to the Iranians, said getting more oil to the markets in the event of Iranian crude oil shortage is simply a matter of turning the proverbial knob to 11, though in this case, the sustain relates to a stable oil market. Riyadh already gave assurances to South Korean leaders this week that Seoul could easily get by without Iranian crude.

But what about Europe? Europe needs to worry about higher oil prices like a dog needs fleas. The International Monetary Fund, in a report from January, warned that a halt of Iranian crude oil exports to the Eurozone would push oil prices up as high as 30 percent. A European economy, where a lingering Greek debt crisis drags on world markets almost as predictably and with as much regularity as the bell rings at 9:30 am on the New York Stock Exchange, can't stomach a $20 or so increase in crude oil prices. Yet, the IMF said the shock wouldn't last long as "other producers or emergency stock releases" bring some relief "over time."

Iranian President Mahmoud Ahmadinejad was summoned before lawmakers this week to answer questions about his economic policies. While that's likely an issue leftover from when one of his top aides was accused of sorcery, of all things, it may be an indication Iran is starting to feel the economic pinch. Tehran, for what it's worth, is already forced to play three-card monte in order to get India to pay for its crude oil shipments. Sure, the Iranians are good at the diplomatic game, playing ball with weapons inspectors just enough to keep working on *ahem* medical isotopes. But the world has more or less brushed off Iran's threats to close the Strait of Hormuz, so if Tehran doesn't want to play nice with the Europeans, fine, let them pout.

Cross posted with Oilprice.com

Daniel Graeber is a senior journalist at the energy news site Oilprice.com. He is a writer and political analyst based in Michigan. More of his articles can be found on his Authors page at Oilprice.com

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Iranian lawmakers this week expressed support for a measure that would beat the European Union to the punch by cutting off oil exports before the summer. Tehran's measure amounts to a statement of eco...
Iranian lawmakers this week expressed support for a measure that would beat the European Union to the punch by cutting off oil exports before the summer. Tehran's measure amounts to a statement of eco...
 
 
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HUFFPOST SUPER USER
Yota Daga
04:01 AM on 02/13/2012
Brent is 118, Europe is shooting themselves in the foot. The US needs to negotiate with a give and take, allow Iran some slower Nuclear development in exchange for lifting sanctions, Ahmedinijad and his friends will be follow ghadafi in a couple of years. No war no economic problems!
HUFFPOST SUPER USER
fapescia
01:27 AM on 02/13/2012
It is totally in the favor of Republicans for the price of oil to spike and wreck the ecovery. In pursuit of that goal, Republicans should demand war with Iran.
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Wozzeck
Pearl Bay, Australia
11:16 PM on 02/12/2012
Time to call the bluff on neocon talking points disguised as a discussion of world oil markets.
08:27 PM on 02/12/2012
"playing ball with weapons inspectors just enough to keep working on *ahem* medical isotopes."

More nonsense with no facts to support his insinuation. It's this type of reckless "journalism" or intentional propaganda that is creating this faux crisis. The U.S. intelligence agencies still believe that Iran has not restarted their weapons program.
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Wozzeck
Pearl Bay, Australia
12:05 AM on 02/13/2012
That this blog helps make a case for war, and helps justify oil speculators jacking the price of oil up, is *ahem* purely coincidental.
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HUFFPOST SUPER USER
Yota Daga
04:04 AM on 02/13/2012
Kicking out the inspectors worked Swell in Iraq! Only ended up destroying the US Military in that effed up war. surprising no people have been prosecuted for starting the war. Iraq only set the stage for Iran's ascent
02:15 PM on 02/12/2012
so am I to understand that your website oilprice .com is dedicated to getting higher prices for oil?
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HUFFPOST SUPER USER
Yota Daga
04:06 AM on 02/13/2012
No Oilprice.com only gives you Objective analysis on Energy trends, they don't influence prices one way or the other.
HUFFPOST SUPER USER
fapescia
01:10 PM on 02/12/2012
Iran should absolutely cut the EU off from oil. You can' fire me --I quit first is a real and fair position.
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HUFFPOST SUPER USER
Nighthawlk
10:53 PM on 02/12/2012
I need to agree with Iran. Politicos seem to have forgotten that for every action there is an opposite and equal reaction. Iran didn't initiate economic warfare…. the EU did.

However it goes, there will not be a shortage of oil but the oil prices will again skyrocket in the US thanks to the petroleum industry.

It doesn’t matter that the oil import into the US is minor; the speculators set the oil prices. I wonder who the speculators are.
12:36 AM on 02/13/2012
You are right but you know what would happen in the end. The west will declare that Iran doesn't have a nuclear program but since it is an "existential threat" to Israel and is holding back its oil and selling it to India and China, without the west's permission, and not in dollars, this Iranian regime must go and be replaced with a weak and chaotic regime that will go along with us. This history has been repeated so many times.

I have no love lost for this Iranian regime , but you know what? They are standing in front of the beast and not caving and I have respect for that.
12:55 PM on 02/12/2012
It is time for us to transition to safe, clean alternative forms of energy. The oil in the desert has caused us to be involved in more wars and support countries that want to do us harm.

Wind, solar, wave energy, geothermal and second generation biofuels made from algae, cellulose and waste are the future. Every landfill in the world can now be set up to produce energy. That waste can be turned into biofuel, energy (methane) and raw materials for new products. We need to move to a more sustainable model and reduce our dependence on OPEC oil. Our economic security and national security depend on it.
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papapj
..light as a feather..
12:31 PM on 02/12/2012
"Tehran's measure amounts to a statement of economic warfare..'

So, what are sanctions, chopped liver?
04:06 AM on 02/12/2012
The current stand-off between the US-led countries and stand-alone, soon-to-be nuclear-armed state of Iran has occupied the attention of those who are keenly watching the developments taking place in the region. Some are even betting on a surprise Israeli attack on Iran’s nuclear installations and are predicting a catastrophe of unimagined proportions. Iran’s persistent resistance suggests that Iran finds itself really capable to close the Strait of Hormuz for long and even creating a world of hurt for the U.S. Navy’s 5th Fleet. Iran is generally relying on a build-up of anti-ship weapons called Sunburn missiles, which it has procured from Russia and China over the last decade. These are top-notch weapons developed by the Russians as a low-cost challenge to the expensive, tech-heavy weaponry of the U.S., and specifically the aircraft carrier task force. A conflict is going to be a huge test of a global-naval doctrine that Russia and China will watch with tremendous interest. Iran's mix of anti-ship missiles (Sunburns, Onyxs, home produced, etc) is unknown, but it is armed to the teeth with thousands of such weapons in its possession. Read more at: http://pksecurity.blogspot.com/2012/02/us-5th-fleet-and-sunburn-on-brink-of.html
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HUFFPOST SUPER USER
becky bradshaw
"In a time of universal deceit, telling the truth
09:17 AM on 02/12/2012
Iran does have a capable naval presence. We should keep this in mind if Iran tries to harass the Strait of Hormuz. The U.S. Navy will not be able to fight a containment strategy against Iran, they are too dangerous. The U.S. Navy will need to eliminate as much of Iran's anti-ship, long-range missile, and anti-air capability quickly from a safe distance. We can't fight a "knife fight in a phone booth" with Iran. For about 3 or 4 hours, it will be intense.
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Wozzeck
Pearl Bay, Australia
01:55 PM on 02/12/2012
Are you sure that you want to disclose this strategic information on a public forum?
02:22 AM on 02/12/2012
Pls check your math.
Assuming 2.2 bopd to Europe equals 20% its output, Iran would be producing 11 bopd, ahead of Russia and KSA.
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HUFFPOST SUPER USER
Robert Lee Harrington
There's still time to change the road you're on...
12:58 AM on 02/12/2012
"We are like tenant farmers chopping down the fence around our house for fuel when we should be using Nature's inexhaustible sources of energy — sun, wind and tide. ...

I'd put my money on the sun and solar energy. What a source of power! I hope we don't have to wait until oil and coal run out before we tackle that."

Thomas Edison

In conversation with Henry Ford and w:Harvey Firestone (1931);
as quoted in Uncommon Friends : Life with Thomas Edison, Henry Ford, Harvey Firestone, Alexis Carrel & Charles Lindbergh (1987) by James Newton, p. 31
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HUFFPOST SUPER USER
Nighthawlk
11:02 PM on 02/12/2012
We do not have the technology or the infrastructure. We are left with what we have and until such tech is in use we can only attempt to improve what we use and how we use it.
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HUFFPOST SUPER USER
Robert Lee Harrington
There's still time to change the road you're on...
12:57 AM on 02/13/2012
The technology is here
09:02 PM on 02/11/2012
"Tehran's measure amounts to a statement of economic warfare to some degree as the European economy continues to drag on the rest of the global market."

Dude the embargo on Iran isn't economic warfare?
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HUFFPOST SUPER USER
Nighthawlk
11:04 PM on 02/12/2012
EU is making sure that their economy doesn't improve.
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HUFFPOST SUPER USER
Norma Ward
02:47 PM on 02/11/2012
All that Western sanctions have done is drive Iran into the willing arms of China, a nation that is quite comfortable investing in the pariah nations of the world. Here is an article that shows how China is investing tens of billions of dollars in Iran's massive oil and natural gas reserves at the expense of developed nations:

http://viableopposition.blogspot.com/2011/12/iran-oil-giant.html

Iran will still be able to sell huge volumes of both commodities to China (and India) and, more importantly, it is these two nations that will be the drivers of the world's economy in the coming decades.
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HUFFPOST SUPER USER
becky bradshaw
"In a time of universal deceit, telling the truth
07:08 PM on 02/11/2012
China has reduced its imports from Iran. http://www.ft.com/intl/cms/s/0/a9fcc826-53d4-11e1-9eac-00144feabdc0.html

Once Iran ceases its nuclear weapons program, China will certainly continue its energy development partnership with Iran.
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Wozzeck
Pearl Bay, Australia
08:12 PM on 02/11/2012
Nice try, but nothing in your link attributes reduced Iranian oil purchases by China to an alleged "nuclear weapons program".
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Wozzeck
Pearl Bay, Australia
08:28 PM on 02/11/2012
"-India has boosted its imports of Iranian oil, becoming the Islamic Republic's largest customer last month and largely offsetting a cut in Chinese purchases of Iranian crude as sanctions fail to significantly dent Tehran's sales for now, people within the oil industry said this week. "

http://online.wsj.com/article/BT-CO-20120208-711628.html
HUFFPOST SUPER USER
TRUTHHURTS500
12:35 PM on 02/11/2012
Time for the West to leave Iran alone. The West has ripped off Iran oil profits which lead to the government removing Westerned oil companies from Iran and making their oil government owned. That
s what led the US to send in the CIA meddling to overthrow a democraticlly elected government. The US put in their owned puppet government which was eventually overthrown. The US has been after Iran since that time. Just because the has to muscle to bully other countries when they want their way doesn't make it right. I's imperialism and the West has been at it a very long time. Not everyone in this country is ignorant to the history between Iran and the US. That's what warmongers like your prey on with your propaganda BS. KICK ROCKS!!!
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HUFFPOST SUPER USER
MarcEdward
likes all cats more than most people
12:32 PM on 02/11/2012
Carter was right.
If we'd invested in solar and wind to the same extent we invested in Reagans Star Wars Missile defense system, nobody would care about Iranian or Saudi oil by now.
The whole thing is a house of cards. A simple terrorist attack on the Saudi infrastructure (which is in the open and has many vulnerable points) will bring the world economy down.
All this talk of war with Iran is insanity.
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HUFFPOST SUPER USER
Nighthawlk
11:17 PM on 02/12/2012
I'm with you on that. That is why I consider myself more fortunate than others. I don't live in a concrete jungle as most of the population. I live where I can grow my own food, drink clean non recycled water, breath unpoluted air and survive. I and many like me can always go back to the barter system and make our own fuel [ moonshine].

Those in the city jungles will not be so lucky.