Taliban Resurgence and the Geopolitics of Oil

At a time when the fabulous Kashagan oil fields in Kazakhstan are expected to come on stream in 2013, when Washington hopes to reverse the tide of Russia-Turkmenistan energy cooperation, when volatility in the southern Caucasus impedes the advancement of new trans-Caspian pipelines, then, Afghanistan bounces back as the most realistic and viable evacuation route for Caspian energy bypassing Russia and Iran – provided the ground situation could be stabilized and security provided which investors and oil companies would find reassuring.
Both Russia and Iran will be keenly watching how India, which was a soul mate in the late 1990s staunchly supporting the anti-Taliban alliance, reacts to the current US-British-Saudi move. Indian leaders never tired of underscoring that there was nothing called “good Taliban” and “bad Taliban”. That was up until a year ago. However, there is bound to be uneasiness in both Moscow and Tehran as to where exactly Delhi stands at the present juncture in the geopolitics of the region.

One thing is clear: a US-sponsored oil/gas pipeline via Afghanistan suits India, though that may undercut Russia and Iran in the energy sweepstakes.

Japan Focus