Back to Course Homepage: http://www.umich.edu/~twod/oil

 

Syllabus:  The Global Oil System and the Middle East

 

The University of Michigan, Ann Arbor, USA

Instructor: Thomas W. O’Donnell http://www.umich.edu/~twod/courses

3 Credits (junior, senior or grad standing required). 

Tues-Thurs 4- 5:30, Rm. 126 East Quad (RC)

Cross listed as:

-          Middle East and North African Studies, MENA491.001

-          Residential College Social Science,  RCSSci461.001 (Senior Seminar)

-          Geological Sciences, GEOSCI496.001

 

I.  Guest Speakers, Videos, Tours --

 

Speaker

Topic

Date

1.

 

Prof. Michael Klare

http://pawss.hampshire.edu/klare/

 

Five College Professor of Peace and World Security Studies, based at Hampshire College

Discussion of his books: Resource Wars, & Blood & Oil.  (Video Conference)

Thursday, 27October

2.

Prof. Tim Mitchell

http://www.nyu.edu/fas/Faculty/MitchellTimothy.html

 

New York University; Professor of Politics, Middle Eastern Studies

 

U.S. Reconstruction of Iraq: An analysis of American intentions starting from the earmarking of aid. (Video Conference)

Thursday,

10November

3.

Prof. Jean-Francois Seznec

http://www.saudi-us-relations.org/newsletter2004/saudi-relations-interest-10-08.html  and

http://cero.columbia.edu/1370/   

 

Columbia University

Political-economy of the Arab-Persian Gulf states.

(Video Conference)

Thursday,

17November

4.

VIDEO: Daniel Yergin interview, CNN, 2004

Oil markets

T.B.A.

5.

VIDEO: Prof. Stephen Pelletiere

Historian; chief CIA political analyst of 1980-89 Iran-Iraq War,  professor at US Army War College 2000-02

Author of books on Iran-Iraq (see text readings below)

Iraq War and US policy-Talk at Bonaventure College.

T.B.A.

6.

VIDEO: 2005 Left Forum; City College of NY Graduate Center.  Union for Radical Political Economy (URPE) Panel on Oil.  With: Tom O’Donnell, Michael Klare & Michael Tanzier

Video of: Three presentations and Q&A with audience

T.B.A.

 

2. SYLLABUS:

 

WEEK 1

1:        Tuesday 06sep05 - Introduction to course.

Topic: Outline of course structure 

Topic: Overview of course – Presentation: “Global Oil: Data on resources, technology and U.S. policy.”

Topic: Set up student current-events and research groups; blogs

Topic: Introduction to online resources: EIA, IEA, CIA.

 

2:        Thursday 08sep05

Topic: Petrogeology and resource distribution | Origins of oil, conditions for liquid oil deposits

Read: [Deffeyes01] Chapters 1 & 2: Overview and Origin of Oil, pp. 1-39.

Read: [Seabrook02] The Slow Lane, John Seabrook, Can anyone solve the problem of traffic?  John Seabrook, The New Yorker, Issue of 2002-09-02, Posted 2002-08-26.  See:  http://www.newyorker.com/fact/content/?020902fa_fact .

WEEK 2

3:        Tuesday 13sep05

Topic: Petrogeology and resource distribution | Origins of oil, conditions for liquid oil deposits, cont’d.

Read: [Deffeyes01] Chapter 3: Oil Reservoirs and Oil Traps, pp. 40-69.

Topic: Clinton and Caspian; pre-positioning of forces in Gulf region; bombing of Iraq

Read: [Klare02]  Introduction; Chapter 1 - Wealth, Resources, and Power: The Changing Parameters of Global Security pp. ix-26.

Read: [Klare02]  Chapter 2 - Oil, Geography, and War: The Competitive Pursuit of Petroleum Plenty, pp. 27-50.

Topic: Transportation & Energy Infrastructure: Agriculture and oil

Read: [Manning04] The Oil We Eat, Richard Manning , Harper’s Magazine, 24 February 2004.  http://www.harpers.org/TheOilWeEat.html .

 

4:        Wednesday Thursday 15sep05

Topic: US Middle East policy history; pre-positioning of forces in Gulf region; bombing of Iraq

Read: [Klare02]  Chapter 3 - Oil Conflict in the Persian Gulf, pp. 51-80.

Topic: Transportation & Energy Infrastructure | The traffic problem, congestion

Read: [Budiansky00] The Physics of Gridlock, Atlantic Monthly, Stephen Budiansky, December 8, 2000.  See: http://www.drivers.com/article/359/ .

WEEK 3

5:        Tuesday 20sep05

Topic: Petrogeology and resource distribution | Amount, distribution of liquid deposits; Hubbert’s Peak

Read: [Deffeyes01] Chapter 4: Finding It, pp. 70-112.

Topic: Clinton and Caspian; US-Russian competition

Read: [Klare02]  Chapter 4 - Energy Conflict in the Caspian Sea Basin, pp. 81-108. 

(Note: Skip [Klare02] Chapter 5 - "Oil Wars in the South China Sea," pp. 109-138; also skip Chapters 6-8 on water)

Topic: Transportation & Energy Infrastructure | The Information Revolution, oil and gas exploration

Read: [Rauch01] The New Old Economy:  Oil, Computers and the Reinvention of the Earth, The Atlantic Monthly (in three parts), Jonathan Rauch, January 2001.  http://www.umich.edu/~twod/oil-ns/articles/010100_atlantic_rauch01_new_old_economy.pdf .

 

6:        Thursday 22sep05

Topic: Theory of “resource wars”

Read:  [Klare02]  Chapter 9 - The New Geography of Conflict; Appendix: Territorial Disputes in Areas Containing Oil and/or Natural Gas.  pp. 213-232.  (End of book)

NOTE: Outline of [Yergin92]: http://www.umich.edu/~twod/oil-ns/articles/yergin_prize_outline.html  

Topic: Japanese (and German) oil problems in WWII

Read: [Yergin92] Chapter 18:  Japan’s Achilles’ Heel, pp. 351-367

Read:  [Yergin92] Chapter 23: “’Old Mossy’ and the struggle for Iran” pp. 450-478.

Topic: IEA Data on Global Oil Resources, Reserves; Official Projections

Read: {NOTE: “Executive Summary” pp. 25-36, and page through the first half (1st file) of this document to become familiar with it.}  [IEA02a] IEA World Energy Outlook 2002, IEA, Paris.  See:  http://www.umich.edu/~twod/oil-ns/articles/iea/iea_2002_reports/ .

WEEK 4

7:        Tuesday 27sep05

Topic: “Blood and Oil: The Dangers and Consequences of America’s Growing Dependency on Imported Petroleum”

Read:  [Klare05]  “Preface” and Chapter 1 - “The Dependency Dilemma: Imported Oil and National Security,” pp. xi-25.

NOTE: Outline of [Yergin92]: http://www.umich.edu/~twod/oil-ns/articles/yergin_prize_outline.html  

Topic: The Suez Crisis—U.S. hegemony vs. British-French colonialism, Israeli role; Iran in 1950s

Read: [Yergin92] Chapter 24: “The Suez Crisis,” pp. 479-498.

Topic: Beginning of oil age; hydrocarbon man

Read: [Yergin92] Chapter 27: “Hydrocarbon Man,” pp. 541-560.

Topic: IEA Data on Global Oil Resources, Reserves; Official Projections

Read: {NOTE: Page through the second half (2nd file) of this document to become familiar with it.}  [IEA02a] IEA World Energy Outlook 2002, IEA, Paris.  See:  http://www.umich.edu/~twod/oil-ns/articles/iea/iea_2002_reports/ .

 

8:        Thursday 29sep05

Topic: “Blood and Oil”

Read:  [Klare05]  Chapter 2 – “Lethal Embrace: The American Alliance with Saudi Arabia,” pp. 26-55

Topic: Nationalizations; formation of OPEC; 1973 embargo

Read: [Yergin92] Chapter 26, “OPEC and the Surge Pot,” pp. 519-540,

 

WEEK 5

9:        Tuesday 04Oct05

Topic: “Blood and Oil”

Read: [Klare05]  Chapter 3 – “Choosing Dependency: The Energy Strategy of the Bush Administration” pp. 56-73.

Topic: Kissinger’s Dual Plan; Pilgrim Society Speech; the IEA within the OECD structure

Read:  [Yergin92] Chapter 29, “The Oil Weapon,” pp. 588-612.

 

10:     Thursday 06Oct05

Topic: “Blood and Oil”

Read: [Klare05]  Chapter 4 – “Trapped in the Gulf: “The Irresistible Lure of Bountiful Petroleum,” pp. 74-112

Topic: Kissinger’s Dual Plan; Pilgrim Society Speech; the IEA within the OECD structure

Read: [Yergin92] Chapter 30: “’Bidding for Our Life,’” pp. 613-632

 

WEEK 6

11:     Tuesday 11Oct05

Topic: Kissinger’s Dual Plan; Pilgrim Society Speech; the IEA within the OECD structure

Read: [Yergin92] Chapter 31:  “OPEC’s Imperium,” pp. 633-652.

Topic: Iranian Revolution; Carter Doctrine; Rapid Deployment forces (late 70s, early 80s)

Read: [Yergin92] Chapter 32: “The Adjustment,” pp. 653-673,

 

12:     Thursday 13Oct05

Topic:  “Blood and Oil”

Read: [Klare05]  Chapter 5 – “No Safe Haven: Oil and Conflict Beyond the Persian Gulf,”  pp. 113-145

NOTE we are going to slow down a bit.  I edited the syllabus, moved several items that were above here to later dates, and we’ll catch up discussing what we have been reading. 

 

WEEK 7

Tuesday 18Oct05 NOTE – no class this day.  University of Michigan Fall Break

CATCH UP with reading assigned to-date and prepare for midterm.

 

13:     Thursday 20Oct05

Topic:  “Blood and Oil”

Read: [Klare05]  Chapter 6 – “Geopolitics Reborn: The U.S.-Russian-Chinese Struggle in the Persian Gulf and Caspian Basin,” pp.146-179.

Read: [Klare05] Chapter 7 – “Escaping the Dilemma:  A Strategy for Energy Autonomy and Integrity,” pp. 179-202.Major energy producing regions

 

WEEK 8

14:     Tuesday 25Oct05 -- MIDTERM EXAM – in class, written.  Bring standard Blue Book(s)

NOTE: Intensive-research portion of class begins.

 

15:     Thursday 27Oct05 – GUEST SPEAKER: Prof. Michael Klare.  Discussion of his books: “Resource Wars” and “Blood and Oil” which we have read.  [Video conference]

 

WEEK 9

16:     Tuesday 01Nov04

Read: [Yergin92] Chapter 33: “The Second Shock: The Great Panic,” pp. 674-698.

Topic: Iranian Revolution; Iran-Iraq War; Reagan and U.S. hegemony strategy (1980s); spot market

Read: [Yergin92] Chapter 34: “’We’re Going Down,’” pp. 699-714.

 

17:     Thursday 03Nov05 –

Topic: End of 2nd shock (~1986); boom; OPEC as true cartel, 1985: secure oil supplies not high price

Read: [Yergin92] Chapter 35: “ `Just Another Commodity?” pp. 714-744. .

Read: [Yergin92] Chapter 36: “The Good Sweating: How low Can it Go?’” p. 745-768.

 

WEEK 10

18:     Tuesday 08Nov05

Topic: Epilog to Yergin’s “The Prize”:

Read: [Yergin92] “Epilog”: pp. 769-788.

Topic: Major energy producing regions

Read: [eiacountry05] EIA Country Briefs: Saudi Arabia.  Access Saudi Arabia report via the clickable map at: http://www.eia.doe.gov/emeu/cabs/contents.html

 

19:     Thursday 10Nov05 – GUEST SPEAKER:  Prof. Tim Mitchell, NYU.  [Video conference]

 

WEEK 11

20:     Tuesday 15Nov

Topic: Begin Stephen Pelletier’s book: “America’s Oil Wars”

Read: [Pelletier04], Introduction

Read: [Pelletier04], Chapter 1

Topic: Major energy producing regions | IRAQ

Read: [eiacountry05] EIA Country Briefs: Iraq  Access Iraq report via the clickable map at: http://www.eia.doe.gov/emeu/cabs/contents.html 

Read: [Marcell03] “Iraq’s Oil Tomorrow,” Valerie Marcell and John Mitchell, The Royal Institute of International Affairs (Chatham House), April 2003. See: http://www.umich.edu/~twod/oil-ns/articles/iraq/iraq_oil_tomorow_marcell_mitchell_2003.pdf (see also website of Institute: http://www.umich.edu/~twod/oil-ns/articles/iraq/mitchell-chatam_house.mht  )

 

21:     Thursday 17Nov05 – GUEST SPEAKER:  Prof. Jean-Francois Seznec, Columbia U.  [Video conference]

 

WEEK 12

22:     Tuesday 22 Nov05

Topic: Stephen Pelletier’s “America’s Oil Wars”

Read: [Pelletier04] Chapter 2

Read: [Pelletier04] Chapter 3

Topic: Major energy producing regions

Read: [eiacountry05] EIA Country Briefs: Iran.  Access Iran report via the clickable map at: http://www.eia.doe.gov/emeu/cabs/contents.html 

Read: See: http://www.umich.edu/~twod/oil-ns/articles/iran 

 

23:     Thursday 24Nov05 – No Class, Thanksgiving Holiday

 

WEEK 13

24:     Tuesday 29Nov05 

Topic: Stephen Pelletier’s “America’s Oil Wars”

Read: [Pelletier04] Chapter 4

Topic: Major energy producing regions [eiacountry05] EIA Country Briefs: Algeria.  Access Algerian report via the clickable map at: http://www.eia.doe.gov/emeu/cabs/contents.htmlThird oil shock; price drop; OPEC goes for higher share of market; 1985-86 

Topic: Major energy producing regions [eiacountry05] EIA Country Briefs: Venezuela and Mexico.  Access Venezuela and Mexico’s reports via the clickable map at: http://www.eia.doe.gov/emeu/cabs/contents.html

 

25:     Thursday 01Dec05

Topic: Stephen Pelletier’s “America’s Oil Wars”

Read: [Pelletier04] Chapter 5

Topic: Major energy producing regions [eiacountry05] EIA Country Briefs: Russia.  Access Russia report via the clickable map at: http://www.eia.doe.gov/emeu/cabs/contents.html

 

WEEK 14

26:     Tuesday 06Dec05

Topic: Stephen Pelletier’s “America’s Oil Wars”

Read: [Pelletier04] Chapter 6

Read: [Pelletier04] Chapter 7

Topic: Transportation & Energy Infrastructure | The Western European model; the English model

Read: E.U. Green Paper and discussions on Energy Security.  The home page options are all gathered at: http://www.umich.edu/~twod/oil-ns/articles/eu/green_paper_home_page-2005.mht Look over the PowerPoint brief summary of the paper.

Read: Read the final report (by consultants) for the EU.  See esp. portion on United States policy, Russian, Chinese and EU policies.

Topic: Transportation & Energy Infrastructure | The Western European model; the English model

Read: E.U. White Paper (will give URL) 

 

27:     Thursday 08Dec05 –

Topic: Student research presentations

Topic: Course evaluations

 

WEEK 15

28:     Tuesday 13Dec05 – Last Class

Topic: Student research presentations

 

III.   ADDITIONAL TOPICS:  AVAILABLE TO BE ADDED DEPENDING ON STUDENT RESEARCH INTERESTS:

 

More petrogeology detail and Hubbert’s Peak model (i.e., finish reading [Deffeyes01])

Topic: Petrogeology and resource distribution |  

Read: [Deffeyes01] Chapter 5: Drilling Methods, pp. 70-112.

Read: [Deffeyes01] Chapters 6: Size and Discoverability of Oil Fields, pp. 88-132.

Topic: Petrogeology and resource distribution | Energy content of oil, properties vs. other fossil fuels, alternative

Read: [Deffeyes01] Chapters 7 & 8: Hubbert Revisited and Rate Plots, pp. 113-158. [Deffeyes01] Chapters 9: The Future of Fossil Fuels, pp. 159-175

Topic: Petrogeology and resource distribution | Energy content of oil, properties vs. other fossil fuels, alternative

Read:  [Deffeyes01] Chap. 10 & 11: Alternative Energy Sources and A New Outlook, pp. 176-190.

 

29:     Russia

Topic: Japan-Chinese diplomatic struggle for Russian oil access

Topic: Putin, Khodorkovsky, and Yukos; political vs. economic oligarchs.  Putin’s plan for Russian energy-sector development as part of general re-development.

Topic: The Kyoto Treaty; Russian bargaining between E.U. and U.S.

 

30:     Global Warming

Topic: Washington’s refusal to fight Global Warming and relation ot U.S. oil-hegemony policy.

Topic: N.B.: See separate syllabus for “Energy and the Environment” 263.  Guest speakers’ power point presentations.

 

31:     Empire as such; theories; theoretical debates (in N. America and W. Europe especially)

Topic: D. Harvey, “The New Imperialism,” Chapter 1. (discusses “global oil spigot.”)

Topic: “Empire” Hardt and Negre, 2000

Topic: L. Panitch and S. Gindin, Socialist Register, 2004

Topic: V.I. Lenin, “Imperialism, the Highest (present?) Stage of Capital,” 1914

 

32:     “Peak Oil” issue and effect of possible alternatives

Topic: Matt Simmons 2004 (of Simmons International investment bank, in energy sector) criticisms, demand for “transparency” by Saudi’s, and others:

Read: talk at Hudson Institute (PDF) and/or CSPAN Video

Read: “Twilight in the Desert: The Coming Saudi Oil Shock and the World Economy,” Matthew R. Simmons, 2005.

Topic: “Pessimists” camp of  “Peak Oil”– by retired oil-industry officials

Read: [Laherrere01]  Estimates of Oil Reserves” Jean Laherrere, Paper presented at the EMF/IEA/IEW meeting, IIASA, Laxenburg, Austria - June 19, 2001.  See: http://www.umich.edu/~twod/oil-ns/articles/laherrere-long_iew2001.pdf

Topic: Video of talks by M. Klare, M. Tanzier, T. O’Donnell on global oil system, from 2005 Left Forum, CUNY, New York, 2005. (from URPE)

Topic: Deffeyes’ new follow-on book on petrogeology and alternatives to oil:

Read: Beyond Oil: The View from Hubbert's Peak,” Kenneth S. Deffeyes, 2005

Topic: Talk/Report (ppt) by head of the USGS on Hubbert’s Peak predictions. Summarizes all extant work on the topic, catigorizes, and makes own predictions of peak timing.

Topic: “The Association for the Study of Peak Oil & Gas”

Read: Online newsletter administrated by ASPO Ireland and compiled by Colin J. Campbell. See: http://www.peakoil.net

Topic: Nuclear Energy Sector Today

Read: Presentations by (fmr. U.Michigan Pres.) Jas. Duderstadt on nuclear industry in U.S., France; on U.S. present policy, research. Power point presentations (see Energy & Environment, 264)

 

33:     Transportation infrastructure and technology:

Topic: Transportation Infrastructure | The traffic problem, costs; London and NYC congestion pricing

Read: [VTPI03] Victoria Transport Policy Institute, British Columbia, Canada, “Transportation Cost and Benefit Analysis – Congestion Cost”, Revised August 29, 2003.  See: http://www.umich.edu/~twod/oil-ns/articles/tca_0505_16mar04.pdf .

Read: [NYCRPA03] “An Exploration of Motor Vehicle Congestion Pricing in New York City,” Regional Plan Association (NY, NJ, CT); presented at the Eno Transportation Foundation conference on congestion pricing in New York City; November 3-4, 2003.  See:   http://www.umich.edu/~twod/oil-ns/articles/rpa_congestion_pricing_ny_2003.pdf .

Read: [NewSci01] “Whose Roads Are They Anyway,” Mick Hamer, New Scientist, June 21, 2001.  See:  http://www.umich.edu/~twod/oil-ns/articles/010621_newsci_hammer_london_pricing.txt

Read: [O’Rourke04] http://www.theatlantic.com/doc/prem/200412/orourke The Atlantic Monthly, December 2004, The Agenda: The Art of Policy, Pork With a Point, The highway bill—a translation P. J. O'Rourke 

Topic: Transportation & Energy Infrastructure | Fordism and the American transportation model; the transportation lobby

Read: The Secret History of General Motors, video, by    See QuickTime movie at: http://www.interactivist.net/transportation/ride_01.html .  (Excerpted from Taken for a Ride by James Klein and Martha Olson), and the video collection at: http://www.interactivist.net/transportation/video_index.html

Topic: Transportation & Energy Infrastructure | The Fall of US automobile monopoly, and the Information Revolution (n.a.)

Topic: Transportation & Energy Infrastructure | The Chinese transformation; India

Read: Automobiles in China, MPR, Marketplace Morning Report, 2003, see: http://www.umich.edu/~twod/oil-ns/articles/mpr_china_automobiles_14sep03.txt , and the Real Audio file at: http://www.umich.edu/~twod/oil-ns/articles/mpr_china_autos_14sep03audio.php.smi .

Topic: Fast trains and mass transit – a.  The one means of transport which breaks with fossil fuels and addresses the physics of the traffic/congestion problem

Topic: Fast trains and mass transit – b. Electricity production in mass-transit society without fossil fuels: renewables, nuclear, etc.  Problem of energy density.

Topic: Personal transportation – a.  The limits and falsity of a “hydrogen economy”

Read: American Physical Society 2004 Commission report on

Read: Princeton University group’s report on step-wise transition to hydrogen economy

Topic: Personal transportation – b. Ethanol, fuel cells, natural gas

Topic: Transportation & Energy Infrastructure | The pollution problem

Read: [IEA00a] The Road from Kyoto- Current CO2 and Transport Policies in the IEA.  IEA Report, 2000.  (PDF book, 155 pp.)  See: http://www.umich.edu/~twod/articles/road_from_kyoto_iea_autos_2000.pdf

Topic: Transportation & Energy Infrastructure | The air-travel capacity crisis

 

34:     Further topics for student research; class topics according to interest (news media articles available, etc.):

Topic:  Saudi Arabia; internal crises; 9-11

Topic: Iraq’s prospects for oil development; oil majors attitude to Iraq War; global stakeholders in Iraq pre-war: France, Russia, China, ...

Topic: Iraq War logic; the occupation strategy; pre-war plans for Iraqi oil

Topic: Post-invasion price rises;

Topic: New importance of Iran

Topic: Venezuela; Mexico and the Western Hemisphere as U.S. reserve

Topic: Russian production and development strategies

Topic: alleviating MENA social-economic crises

 

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IV. BIBLIOGRAPHY

V. CALENDER