International Security

China’s attempts to protect its access to energy supplies, particularly oil, are a rational strategy to shield itself from energy disruptions, particularly U.S. attempts to coerce China by constricting its oil supply.

States have long worried that their dependence on oil gives producers a means of coercion. The oil market, however, is far larger and more integrated than it used to be. The potential for coercion differs across a series of distinct market segments. In this varied market, the United States remains the dominant force.

While the threat of "resource wars" over possession of oil reserves is often exaggerated, between one-quarter and one-half of interstate wars since 1973 have been connected to one or more of eight distinct oil-related causal mechanisms. Understanding these mechanisms can help policymakers design grand strategy and allocate military resources.

U.S. scholars and policymakers commonly worry that a lack of "energy security" hurts U.S. national security, yet few have analyzed the links between states' energy requirements and the probability of military conflict. An investigation of these links identifies threats to U.S. national security flowing from other countries' consumption of oil, rather than just U.S. consumption. Furthermore, while many of the security threats associated with Persian Gulf oil have decreased, new oil-driven dangers are emerging in Northeast Asia.

The influence of oil on conflict is often poorly understood. In U.S. public debates about the 1991 and 2003 Iraq wars, both sides focused excessively on the question of whether the United States was fighting for possession of oil reserves; neither sought a broader understanding of how oil shaped the preconditions for war.

The widespread concern that Iran would retaliate for an attack on its nuclear program by launching missiles at oil installations in the Persian Gulf may be largely unfounded.  Although such an attack would lead to a temporary spike in oil prices because of perceived oil shortages, Iran almost certainly does not have the missile capability to make a significant impact given the redundancies in Saudi Arabia’s oil infrastructure.  The threat would become serious only if Iran greatly increased the range and accuracy of its missiles, in which event the states around the Persian Gulf would be wise to increase their defenses.  In addition to demonstrating that oil is not a particularly vulnerable target, this research also suggests that, although there may be other reasons for not attacking Iran’s nuclear program, concerns about oil shortage should not be one of them.

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