ramana wrote:All reports say this is hedge in case US shuts the Mallaca gap. So maybe its only for emergency use. But then it will be subject to disruption by many non state actors. Yes is conundrum.
Some interesting articles about the Sino-Indian competition for Oil & Gas
1.
India loses to China on Myanmar gas: PTI:
India's ONGC Videsh Ltd has 20 per cent stake each in the two blocks while gas firm GAIL held 10 per cent apiece.
"Myanmar issued a Letter of Intent on February 11, 2004, wherein GAIL was acknowledged as a preferential buyer of gas from these blocks. An MoU to this effect was signed between the two countries on March 9, 2006," he said.
In terms of the provision in the LoI and MoU, GAIL completed a detailed feasibility report for an onland pipeline from Myanmar passing through north-eastern states of India.
So we lost the Shwe Gas Fields to China, gas fields we helped explore.
2.
Waiting for neighbourhood gas by Sudha Mahalingam: Himal South Asian (Feb, 2007)
3.
China secures Myanmar energy route by Sudha Ramachandran: Asia Times Online (April 3, 2009)
3.
India Loses to China in Africa-to-Kazakhstan-to-Venezuela Oil by Rakteem Katakey and John Duce: Bloomberg (July 30, 2010)
The point is China has beaten us to Oil & Gas everywhere in the world. India's few hopes lay in Pars Gas Fields in Iran and India felt cozy that China will not be able to tap into those fields. Well through Gilgit-Baltistan even that is becoming possible. IPI could have brought gas to India. Now that seems remote.
Some arguments being made are, that China's pipelines will run too close to Indian territory and as such we will still have a choke point on them or that India holds the ace in the hand because Pakistani stability depends on India. These arguments are based on speculation that India would challenge China militarily once its infrastructure is in place. These arguments are based on speculation that Chinese infrastructure would be susceptible to militant attacks, even though both the KKH and the coming Gas Pipeline do not pass through the Pushtun badlands, but run from PoK right into Pakjab. The Baluchistan stretch can also be secured either through bribery or through suppression. The Chinese will find a way. Unlike KKH which could be closed during the winters, the Gas pipeline need not be closed. There are Gas pipelines running through cold Russia all year long.
By losing Myanmar Gas and now Iran Gas we are giving China, the ability to put even more distance between them and India on the economic road. Where USA is putting sanctions on Indian companies trading with Iran, China is quietly and merrily pursuing its objectives, linking every country in Asia to China through Oil & Gas pipelines and security concerns - Myanmar, Pakistan, Iran, Kazakhstan, Russia.
Basing our hopes on some yahoos in Pakistan is shoving our heads in sand. Waiting for some Indo-Pak war to disrupt gas supplies to PRC for two weeks, is just not ambitious.
China is establishing facts on the ground, and creating any illusions about that is only to make us feel good, but it does not change anything.
Due to ideological dogmas, bureaucratic lethargy and subservience to interests of superpowers, Indian Leadership has failed to to secure India's national interests, and today the new map of Asia, the New Asian Order is becoming all the more clearer, and is crystallizing to India's detriment. China continues to take away India's oxygen, and some day asphyxiation will set in just like it is happening to Taiwan.
Either India meets China's aggressiveness head-on today at this inflexion point in history by securing PoK militarily and changing Myanmar's course with whatever means possible, or India would remain on the back foot and on a downhill slope viz-a-viz China for the rest of this century and beyond.
The easier way out is of course simply to get some neck rings from Burmese women, because we will need really long necks to bury our heads that deep in sand where reality could be switched off.
In 1991 PVNR put India on a new course of economic reform and diplomacy. It changed the way Indians thought of the world. In 2010 India again needs a course change, and indulge in some muscular diplomacy and aggression if need be. Like in 1991 our time has run out.