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Raymond J. Learsy

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For an Effective U.S. Policy, Embargo Iran's Oil to Halt Its Nuclear Ambitions

Posted: 12/22/2011 8:56 am

The prospect of messianic fanatic mullahs acquiring nuclear weapons presents an existential danger to entire swaths of the world and puts millions of lives at risk. Clearly the Obama administration understands this and has chosen to act at this juncture in the most effective manner short of a military or surgical air strike, with all its potential ramifications to the stability of the Middle East, not to speak of the world itself.

The policy that will have maximum impact on the Iranian regime is to cut off the billions of oil revenues, their instrument of power and moral corruption, enabling the brutal dominance over an otherwise cowered populace that would otherwise celebrate the departure of the mullahs and their ilk from their seats of draconian power.

The greatest impact can be realized by crippling Iran's oil revenues through a worldwide and effective embargo on its oil exports, Iran's main source of income, reaping more than $73 billion in 2010 alone and covering more than 50% of its national budget. Combining such an embargo along with extensive sanctions -- both those already in place, and those about to be instituted such as blacklisting Iran's National Bank and all banks or institutions who transact with it -- would render a crippling blow to the ability of the Iranian regime to keep their largely restive populace under their tyrannical control.

In its most wide ranging effort to date the Obama administration is sending State Department officials and interlocutors to visit and meet with officials from various countries including Saudi Arabia in order to assure the availability of additional oil supplies to cover any shortfall in world markets from an effective Iranian embargo. This in spite of, or because of, reports coming out of OPEC's meeting earlier this month that Iran's oil minister Rostam Ghasaemi reported that Saudi Arabia and Iran had "reached a deal that the Saudis wouldn't raise their oil production to make up for Iran's market share in case U.S. and Europe sanction Iran's oil." The Administrations objectives were clearly highlighted by the State Department's spokesoperson Victoria Nuland's comments earlier this week, "encouraging all our partners to do what they can to wean themselves from Iranian Oil", such as discussions with Japanese officialdom urging Japan to reduce it reliance on Iranian oil, now covering some 10% of their oil import needs.

Most significantly is the prospective cooperation of France and Britain toward cutting off all Iranian oil imports together with the 27 European Union Countries. Such an embargo covering some 450,000 barrels/day, or near 25 percent of Iran's daily loadings, would have enormous financial and symbolic impact on the Iranian regime.

Yet there is one oily fly in this ointment. And that is the perceived and misguided wisdom that any interruption in the flow of Iranian oil would cause enormous damage to the world's economy. It is a singular canard propagated in large measure by Iran itself.

It is a misnomer effectively exploited by crude oil traders and too oft manipulators, together with a compliant press, making this perception an important driver of oil prices, while giving the Iranians ever higher returns for their oil exports and delivering enormous profits to the oil speculators. Yesterday alone when it became generally known that a meeting was being held in Rome between the U.S., EU nations and their Asia-Pacific allies, vowing to bring increased pressure on Iran to abandon its nuclear program, the speculators had a field day. The price of oil quoted on the New York Mercantile Exchange surged by 3.4 percent or $3.19 per barrel, and in the one way momentum of these events, another near $1.50 the following day. Other than the oil traders, the oil producers and ironically Iran itself, no one benefits by these pricing distortions, and worse they place the economic recovery at great risk.

Yet to countervene the speculators and to put at ease the 'built in' anxieties elicited whenever there is even the vaguest concern about oil supplies, the U.S. has in its arsenal a mighty weapon. It is the 750 million barrels that the government has in its Strategic Petroleum Reserve. It is an instrument that can calm these excitable markets if used effectively.

All that needs be done is for the government to announce a policy that any unusual price movements due to Iranian oil embargo policies will be met with a release from the Strategic Petroleum Reserve. Just the broadcast of such a policy will have an enormous becalming effect on the markets. It will take away from the oil traders the surety of a one way bet of ever higher prices. It will deny the Iranians greater income for what they are able to export. Most importantly, it may very well achieve the Administration and much of the world's shared objective of either bringing the Iranian nuclear program to an end or even achieving a change in regime. And this without a major economic disruption or a spike in oil prices.

Can one think of a better strategic function for our Strategic Petroleum Reserve?

 
 
 

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HUFFPOST SUPER USER
doctorkosan
PhD Chem E, HBS
12:19 PM on 12/25/2011
You may as well try to stop the tide from coming in. Oil is a fungible commodity. We would be better off trying to reduce our consumption.
And nowhere do you explain how we get China (or other energy hungry countries) to stop buying the then plentiful and available Iranian oil.
07:52 AM on 12/26/2011
Japan buys quite a lot, also. In addition, Iran has plans to close the Straits of Hormuz while only being the third Middle Eastern to possess nuclear weapons. After Israel (200-400 warheads) and Pakistan. Iran is also much more stable than Pakistan. Currently, while Iran may have the technology to enrich uranium, there is no indication that it is doing so.

Just another call for neo-con war in order to destabilize the ME. Last time the CIA toppled Iran's democratic government, on behalf of BP, was 1953. Look how that turned out. Let Israel fight their own wars.

Google 'Sibel Edmonds' for details on how Israeli and Turkish agents stole American nuclear technology for sale on the black market.
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HUFFPOST SUPER USER
Charles Queen
I am a disabled nam vet
01:36 AM on 12/25/2011
Seems the israelis didn't know about that tech company doing buisness with Iran.Not unusual at all.This has happened with us the french the germans and whoever else and in many instances the governments were not aware of what was going on in the private sector and their dealings with Iran,it's nothing unusual though.The oil embargo will happpen,the Eu did say that they woould participate as well as other country's including NATO as well.Iran has been talking with turkey about the embargo and hoping that turkey will not go along with it
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HUFFPOST SUPER USER
Charles Queen
I am a disabled nam vet
04:04 PM on 12/24/2011
This is going to happen with the Eu and others paticipating,the Eu already has sai that it ill join with us and others in this deal.Meanwhile Irans leaders of nut cases are going to have their little show of lower per say show in international waters.I would say they will not get to close to any of our ships that are loacted out there.I say let them play their little game,everyone else does it so why not.If they get to close they will be warned off very quickly and they wil move very quickly as well seeing that it is in international waters and not in the protected waters,they know that makes them legal targets should they stray to close o try to cause any problems
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HUFFPOST SUPER USER
analyse this
Everything is temporary anyway
02:57 PM on 12/24/2011
Why do I get the feeling that this guy Learsy, a commodities trader, has something to gain from this little "plan" he's proposing?
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HUFFPOST SUPER USER
USAFree1
01:40 PM on 12/24/2011
Oh pleeeeeaaaaase. How about we try actually TALKING to Iran. They helped us with Afghanistan so there is something to help us start talking.
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SamSeven
You're either with Humanity or you're not.
12:06 PM on 12/24/2011
Ra ra ra let's go to war with Iran! Fool me once shame on me, fool me twice shame on you! Enough of this neocon/big oil/israeli gun toting war drums for Iran. We aint buying it anymore!!
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karim banned
A fool's mind is at the mercy of his tongue and a
12:01 PM on 12/24/2011
The oil embargo against Iran is like the oil embargo against Saddam.

Oil embargo against Iraq, weakened Iraq so it can be attacked a few years later. During the embargo 500,000 Iraqi children lost their lives because of lack of medicine and proper food.

The embargo has only one goal. To weaken Iran so she cannot defend herself in case of war.

Why US continues the same Neo-Con policy that has failed in Iraq and Afghanestan?

Isn't is the definition of the insanity to repeat your previous mistakes and expect a different result?
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HUFFPOST SUPER USER
USAFree1
01:41 PM on 12/24/2011
Embargos and sanction hurt the people not the government.
HUFFPOST SUPER USER
Original Intent
Because "Shall" is a directive, not a suggestion.
08:00 AM on 12/24/2011
What a fantasy. It would take the world, like that is going to happen. Does he not understand the concept of fungibility?

Get used to the idea that millions of folks, attached to numerous groups are going to have a pick of targets to steal nuclear weapons from all over the Middle East in 20 years.
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HUFFPOST SUPER USER
Fireslayer
01:46 AM on 12/24/2011
Frankly I am more concerned about a few fanatical Rabbis and the US snakehandler right-wingers and their neocon Taliban in the Republican party control of thousands of existing nukes than the paranoia tinged view of some Iranian mullahs coming into one or two.

The Iranians should know that they will be a glass parking lot if they threaten our interests. The question is who is talking about using them. The answer is the Western world ultra-rightists.

The Republican base is largely comprised of people who pray for Armageddon.
12:33 AM on 12/24/2011
STRATEGERY
ALECTRO
Valiant protector of the truth
05:08 PM on 12/23/2011
There is absolutely no way the US can orchestrate an effective oil embargo on Iran, so we better think of another approach. There is too much money at stake and someone somewhere will find a way to trade and greatly profit from it.

What is the risk of an atomic Iran? Is it greater than China, N. Korea, Pakistan, or India? Historically, we have done very little to stop a nation from becoming nuclear. Dr. A. Q. Khan from Pakistan and his students are out in the world teaching atom bomb making to those who can pay and we cannot stop them.

The reality is that when these nations become nuclear, they become nuclear targets themselves.
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HUFFPOST SUPER USER
USAFree1
01:43 PM on 12/24/2011
It's cause they be Muslims ya know. Heck, Israel still denies they have nuclear weapons although we know they do.
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RegMac
I am the virus, earth is my host
07:54 AM on 12/26/2011
The nuclear club removed the crosshairs the day they tested a real bomb. Iran would put itself head and shoulders above the rest of the middle east (aside from Isreal) and throw our precious security in doubt. The US would either have to arm our friends in the middle east with nukes or handle Iran with kid gloves, which sounds more palatable?
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01:03 PM on 12/23/2011
An entire post about how we and other prolifigate oil users can manipulate and bend a belligerent, yet sovereign, nation to our will.
This all presumes much-
1)disregards the counter-actions of Irans' allies- China and Russia;
2)Assumes co-ordinated action of Europeans, many of whom have no oil or back-up aside from the U.S.- ya, we are "encouraging all our partners to do what they can to wean themselves from Iranian Oil". It is always to our advantage to get someone else to do the hard or dirty work in these schemes, eh?
3)Assumes that American citizens, who still import half its oil, will have no problem shipping our reserves-RESERVES- to Europe, as if we-the-people will cut back on our non-negotiable lifestyle.
4)Assumes Iran has no recourse to our own hegemony and war-like actions.
Last two sentences:
bla bla bla... "And this without a major economic disruption or a spike in oil prices.
Can one think of a better strategic function for our Strategic Petroleum Reserve?"

A Wildly Fantastic outcome- "without a major economic disruption or a spike in oil prices"- followed by a question.
In short, yes I can think of a better use of the 41 day supply in the SPR:
Save our oil for when the inevitable escalation of the Never-Ending War that we are already in knocks out half our imports and takes us to the brink as the Author seems to be proposing.
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HUFFPOST SUPER USER
fgbouman
Curmudgeon & Designer
12:01 PM on 12/23/2011
It doesn't take a great deal of wisdom to understand that an oil embargo would harm the people of Iran and strengthen the government. We have done everything we can to keep Iranians angry at us and weld them to their government. it is high time we started to separate them from their government.
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HUFFPOST SUPER USER
Charles Queen
I am a disabled nam vet
11:34 AM on 12/23/2011
Now,who was it on here that told me that Eu was not going to paticipae in the oil embargo?I was right again.The best way to deal with this problem for now is to kep hitting them where it's going to hurt them th most and thats in the wallet.I'm sure they were not to pleased with russia either when they stopped a shipment of radio active materials from being shipped to Iran.Nobody at all wants them to be able to create a nuclear weapon(s).Perhaps if they had a diferent leadership with a diferent policy it would be diferent but until they change their mindset,their going to have nothing but trouble
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Djay0252
America needs to Bless God
11:23 AM on 12/23/2011
Again only Israel is threatened by iIanian nuclear weapons and they have them already....... but will not admit to it. Why does the US have to stick their nose in?
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Wozzeck
Pearl Bay, Australia
04:19 PM on 12/24/2011
"Why does the US have to stick their nose in? "

Because the Lobby dictates the USA's middle east policy to its congressional rubber stampers, and corporate media make sure that the American public is fed a line of fear mongering propaganda.
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RegMac
I am the virus, earth is my host
08:02 AM on 12/26/2011
The middle east already has one menacing bully, US, they don't need another bully on the block. We don't want another country influencing/ bullying our oil supply, it's bad for corporate profit. Not to mention the nuclear arms race that could materialize. The Saudis would insist on a deterrent to counter the new found power a nuclear Iran would impose.