Will Iraq move towards civil war if the US withdraws. Probably not. This would require a radical reversal in 5th generation global guerrilla operations (states vs. autonomous fragmented non-state forces as opposed to 4th generation states vs. non-state proxies or Maoist revolutionary movements) from its current equilibrium point back towards conventional methods. This is unlikely to happen. A more likely outcome: a Colombian scenario with groups funded by oil instead of cocaine. The paramilitary divisions in Basra demonstrate the inability of Shiites to act as a unit. Each group will stake out a territory (including the government as the biggest gang of all) and exact "taxes" on oil production. This rough stability (controlled chaos) can exist for decades.
This looks like the emerging, or re-emerging, pattern in Afghanistan fueled by drug production.
Oil may be harder for local groups to exploit because of the high infrastructure and operational costs -- who wants to invest in a situation of "controlled chaos."
In Columbia and Afghanistan, local people can invest and reap the direct rewards of such investment.
Posted by: Will Raiser | September 28, 2005 at 03:27 AM
There's plenty of "tax" that can be added to 1.5-2 m barrels a day of oil production (to a degree, this is already going on). There is also bunkering (which is big business in Nigeria).
Posted by: John Robb | September 28, 2005 at 06:22 AM
I realize there LOTS of potential tax. Where's the reasonably stable environment that will allow an oil industry -- drilling, refining, transporting -- to develop so that one can tax it. That's the part I don't see, particularly in an environment of controlled chaos with multiple, small, competing groups.
Posted by: Will Raiser | September 29, 2005 at 10:20 AM
Regardless, the expansion of the oil industry in Nigeria is still going on despite the disorder of controlled chaos. Pumping goes on in Colombia too.
Posted by: John Robb | September 29, 2005 at 11:58 AM