Robert M. Cutler on Energy and Eurasia

Invited Speech to the Plenary Session "Caspian Sea Resources", Monaco Summit on Energy (Crans Montana Forum in Monaco sponsored by UNIDO). [Material from this speech was incorporated into the 1999 Global Governance article, "Cooperative Energy Security in the Caspian Region: A New Paradigm for Sustainable Development?"

FSU Oil & Gas Monitor, No. 34 (1 June 1999): 2. Copyright © Robert M. Cutler.

In the early 1990s, the Caspian oil exploration was like a high-ante, high-stakes game of poker with several rounds of draw and a large (but unknown) number of wild cards. A lot of the players frankly acted like cowboys shooting from the hip, and there was a lot of bluffing as well. It was, moreover, a "table stakes" game: if you couldn't meet the level of the bet when it came your turn to call, you had to clear out or find some kind of collateral, usually by signing an IOU to another player who would back you and split any winnings. This is why consortia were established: to pool resources and intelligence.

First published in Eurasia Insight, 06 December 1999.

This commentary provides background on Javakhetia, the ethnically Armenian region in southern Georgia, in order to establish that is not the next Karabakh and not another Abkhazia, and therefore neither flashpoint nor bottleneck for oil pipelines crossing the Caucasus from the Caspian to the Black Sea. Stability in Javakhetia is likely to continue, although in the long term there is a wild card: the Meskhetian Turks, a people deported by Stalin whose has been mandated to their homeland, which lies west of Javakhetia proper and east of Ajaria.

First published in Foreign Policy in Focus, March 2001, pp. 1-2. Copyright © Robert M. Cutler.

The GUAM formation (Georgia-Ukraine-Azerbaijan-Moldova) had its origin in the 1996 round of talks implementing the Treaty on Conventional Forces in Europe. The four countries found they had a common opposition to the stationing of Russian weapons on their territory. GUAM became GUUAM when Uzbekistan joined in April 1999. According to recent reports, the GUUAM countries intend, in spring 2001, to institutionalize their cooperation by forming a permanent international organization. This organization will have its own secretariat (probably in Kiev, the capital of the Ukraine) and a small number of ancillary bodies but will have principally a coordinative function with no supranational authority. In response to this prospect, three schools of thought regarding GUUAM have begun to appear in Western, principally U.S., commentary and analysis.

First published in Foreign Policy in Focus, April 2001, pp. 1-2. Copyright © Robert M. Cutler.

In early April the United States is hosting a nearly week-long meeting in Key West, Florida, bringing together President Robert Kocharian of Armenia and President Heydar Aliev of Azerbaijan. This meeting is part of a continuing attempt to settle the conflict between the two countries over the region of Nagorno-Karabakh. This region is an enclave in Azerbaijan settled by Armenians since the early nineteenth century, and from which the resident Azerbaijanis were chased during a war in the late 1980s.

First published in FSU Oil and Gas Monitor, No. 129 (25 April 2001): 6-8. Copyright © Robert M. Cutler.

The opening, or at least the beginning of the filling, of the oil pipeline of the Caspian Pipeline Consortium (CPC), from the Tengiz field in northwest Kazakhstan to Novorossiisk on the Russian Black Sea coast, received deserved if extended -- indeed sensational -- publicity several weeks ago. The CPC line is, after all, the first new pipeline to be built from the Caspian region since the demise of the Soviet Union. The pumping of oil into the pipeline began belatedly, but it is now expected that the first tanker will be filled in Novorossiisk in June.

All the attention paid to western Kazakhstan makes it difficult for most observers to gain an understanding of the overall energy balance in Central Asia. For example, sight is often lost of Uzbekistan's regional role as an energy producer because of its two better-endowed neighbors, Kazakhstan and Turkmenistan. Yet as explained below, Turkmenistan does not really come into play although it is certainly a regional actor; rather, Kazakhstan and Uzbekistan are the main players on the scene. This article calls attention to overlooked aspects of the Central Asian energy balance, with special attention paid to Kazakhstan and Uzbekistan and the contrasts between them and the significance of those contrasts.

First published in Foreign Policy in Focus, 15 October 2001. Copyright © Robert M. Cutler.

Earlier this month, a helicopter carrying members of the United Nations Observer Mission in Georgia (UNOMIG) was shot down after taking off from Sukhumi, capital of the secessionist region of Abkhazia. It crashed, killing all nine on board. At first glance, it might seem that some party to the secessionist conflict whether Georgian, Russian, or Abkhaz--was trying to take advantage of the world's attention being focused on Afghanistan, in order to pursue tactical, strategic, or political aims in Georgia. However, the situation is more complicated than that.

First published in Foreign Policy in Focus, 28 October 2001, pp. 1-4.
Copyright © Robert M. Cutler.

[Summary of the history of the conflict from the 19th century, the role of the United States, proposed solutions and an evaluation of prospects for the conflict's settlement.]

Azerbaijan's oil exports are set to jump 61 percent to 22.3 million tons in 2006 as the BTC comes online, at least according to BP. Meanwhile a lecture by BP's Chief Scientist responsible for formulating long-term strategy is available on line, and a report of some American views about the relationship between oil and democracy in Azerbaijan (as well as Kazakhstan) is available from Voice of America.

First published in Asia Time OnLine, 28 February 2007. Copyright © Robert M. Cutler.

A significant indicator of Turkmenistan's future diplomatic and economic course is whether new President Gurbanguly Berdymuhammedov will undertake a rapprochement with Azerbaijan.