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Sealing the STRAIT<br />

83<br />

Purpose<br />

The circumstances prompting Iran to disrupt energy traffic through the Strait of Hormuz<br />

are important for discussion and worthy of analysis in their own right (indeed they<br />

have been covered substantially in relevant literature). The aim of this report is to<br />

consider the capacity of Iran to exercise this action, and more extensively, to analyse<br />

the probable reactions of the Gulf States. It will assume Iran has sealed the strait in<br />

accordance with its current capabilities, and so address how the Gulf Arab states would<br />

respond in this critical hypothetical scenario. Further, it will seek to highlight the<br />

complexity of Gulf State cooperation in dealing with Iran, and whether a collective and<br />

uniform response is even likely. The author aims to brief a general audience with little<br />

assumed knowledge of the scenario – the very specific technical aspects of a military<br />

confrontation are complex and not within the scope of this report.<br />

Structure<br />

Part one will detail the geography of the strait, its commercial and strategic significance,<br />

territorial claims to islands within the channel, and the presence of military forces in<br />

the region. It will then present a background to the geopolitical context of a conflict,<br />

including the economic and political consequences of Iran closing the strait. It will also<br />

describe Iran’s military capacity to do so. Part one will conclude with a discussion of<br />

the international impact of a closure, including the implications for the global economy,<br />

Shiite rebellion in support of Iran, and the socio-economic impact on the GCC states. It<br />

will briefly consider the ways in which the consequences on the global oil trade could<br />

be mitigated by the GCC oil and gas producers.<br />

Part two is concerned with the probable reactions of the Gulf Arab states, namely<br />

those of the GCC. It will first detail the attitudes of the Gulf States towards Iran, and<br />

how these will serve to influence their respective reactions. It will then analyse the<br />

GCC as it stands today, and critique the existing levels of cooperation. Next, assuming<br />

Iran chooses to close the strait to all non-Iranian shipping, the report will outline the<br />

most likely course of action the GCC will take. It is important to remember that the<br />

GCC leaders would be at pains not to reveal their stance on such sensitive strategic<br />

matters, and at best it is only possible to engage in informed speculation of their<br />

reactions given historical precedents and strategic considerations. The report will<br />

conclude with a discussion on how the international community might mitigate the<br />

chance that Iran would seal the strait, and an analysis of the prospects for security<br />

cooperation between the Gulf States.

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