Thursday, December 28, 2006

In-the-Ground Truth in Iran?

This is direct from David Corn's website. I've copied and pasted instead of linking because, for some reason, you can't link to a specific column, only the main page, on Corn's site. Fix it, Dave!

David Corn: "The most important news story of this week (so far) was an 8-paragraph piece buried on p. A9 of [the Dec.26] Washington Post. The Associated Press story reported:
Iran is suffering a staggering decline in revenue from its oil exports, and if the trend continues income could virtually disappear by 2015, according to an analysis published Monday in a journal of the National Academy of Sciences.
Iran's economic woes could make the country unstable and vulnerable, with its oil industry crippled, Roger Stern, an economic geographer at Johns Hopkins University, said in the report and in an interview.
Iran earns about $50 billion a year in oil exports. The decline is estimated at 10 to 12 percent annually. In less than five years exports could be halved and then disappear by 2015, Stern predicted.

Hold on. If this is true, it changes the popular conception of the ongoing Iran crisis. In the conventional view, Iran is enriching uranium for one reason alone: so it can become a nuclear power, dominate the Middle East, and threaten the Israel and the United States. The Iran war hawks (formerly known as the Iraq war hawks) scoff at the notion that Iran might have other motives for enriching uranium. They dismiss Iran's claim that it is processing uranium as part of a civilian nuclear energy program. With all that oil? the hawks argue. No way.

The supposed implausibility of Iran's argument has been fueling the move toward confrontation--that is, war. And in recent weeks I've spoken to several outside-the-administration Iran experts who believe the Bush White House is intent on military action against Iran--probably air strikes. Yet what if the Iranians are essentially telling the truth?

I have no sympathy for the repressive theocrats of Tehran and do not counsel taking them at their word. But before there is another march to war, there ought to be close scrutiny of the reasons for that march.

The rest of the AP story depicts a more nuanced situation than the one depicted by the beaters of the drums of war:
Stern's analysis, which appears in this week's edition of the Proceedings of the National Academy of Sciences, supports U.S. and European suspicions that Iran is trying to develop nuclear weapons in violation of international understandings. But, Stern says, there could be merit to Iran's assertion that it needs nuclear power for civilian purposes "as badly as it claims."
He said oil production is declining and both gas and oil are being sold domestically at highly subsidized rates. At the same time, Iran is neglecting to reinvest in its oil production.
"With an explosive demand at home and poor management, the appeal of nuclear power, financed by Russia, could fill a real need for production of more electricity."
Iran produces about 3.7 million barrels a day, about 300,000 barrels below the quota set for Iran by the oil cartel, the Organization of Petroleum Exporting Countries.
The shortfall represents a loss of about $5.5 billion a year, Stern said. In 2004, Iran's oil profits were 65 percent of the government's revenues.
"If we look at that shortfall, and failure to rectify leaks in their refineries, that adds up to a loss of about $10 billion to $11 billion a year," he said. "That is a picture of an industry in collapse."
If the United States can "hold its breath" for a few years it may find Iran a much more conciliatory country, he said. And that, Stern said, is good reason to belay any instinct to take on Iran militarily.
"What they are doing to themselves is much worse than anything we could do," he said.
"The one thing that would unite the country right now is to bomb them," Stern said. "Here is one problem that might solve itself."

Doing nothing--starting no war--and solving a problem? That sounds pretty damn good. Whether Stern is right or not, what's happening within Iran deserves far more coverage within the US media. Without more information, the public will not be able to evaluate--or challenge--the next case for war."

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