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# The Global Intelligence Files

On Monday February 27th, 2012, WikiLeaks began publishing The Global Intelligence Files, over five million e-mails from the Texas headquartered "global intelligence" company Stratfor. The e-mails date between July 2004 and late December 2011. They reveal the inner workings of a company that fronts as an intelligence publisher, but provides confidential intelligence services to large corporations, such as Bhopal's Dow Chemical Co., Lockheed Martin, Northrop Grumman, Raytheon and government agencies, including the US Department of Homeland Security, the US Marines and the US Defence Intelligence Agency. The emails show Stratfor's web of informers, pay-off structure, payment laundering techniques and psychological methods.

## Re: TUSIAD - data for opening scenarios

Released on 2012-08-27 00:00 GMT

Email-ID | 974474
Date | 2011-08-08 21:35:00
From | bhalla@stratfor.com
To | zeihan@stratfor.com, kevin.stech@stratfor.com, kendra.vessels@stratfor.com, matthew.powers@stratfor.com

need Peter to go through these so we're excising the necessary info to
keep these to one-page docs (front and back)
pls work up one for Turkey as well. thanks, Matt
----------------------------------------------------------------------
From: "Matthew Powers" <matthew.powers@stratfor.com>
To: "Reva Bhalla" <bhalla@stratfor.com>
Cc: "Kendra Vessels" <kendra.vessels@stratfor.com>, zeihan@stratfor.com,
"Kevin Stech" <kevin.stech@stratfor.com>
Sent: Monday, August 8, 2011 1:52:13 PM
Subject: Re: TUSIAD - data for opening scenarios
The forward looking information is at the clearspace page now. Our
understanding was that an analyst was going to do Turkey since it was
important that that one was done in specific ways. Can work up a Turkey
one if needed. Also hoping to put together an excel of basic statistical
projections, hope to have that today or tomorrow. In intern interviews
from 2-5 today.
https://clearspace.stratfor.com/docs/DOC-7072
Reva Bhalla wrote:
perfect, thanks. disregard that bit in my note that i jsut sent
----------------------------------------------------------------------
From: "Matthew Powers" <matthew.powers@stratfor.com>
To: "Kevin Stech" <kevin.stech@stratfor.com>
Cc: "Reva Bhalla" <bhalla@stratfor.com>, "Kendra Vessels"
<kendra.vessels@stratfor.com>, zeihan@stratfor.com
Sent: Monday, August 8, 2011 11:32:37 AM
Subject: Re: TUSIAD - data for opening scenarios
Those forward looking assessments will be out by 2 today.
Kevin Stech wrote:
The data sheets didna**t need to be cleaned up, they needed all the
forward-looking information added.
So right now we have the simple data sheets that contain primary
energy fuel distribution; oil and gas production, consumption,
imports, exports and reserves; and a brief line about any oil or gas
that is exported to or transits via Turkey, per our original
instructions.
After our follow up conversation we produced some very robust forward
looking assessments on aggregate production, major project
developments, etc. Those are in Matta**s hands now and are nearly
complete.
What wea**ll need to do from here is have Peter look over all the
forward looking assessments Research put together, distill it down to
our preferred word count, and incorporate them into the data sheets.
The data sheets are here:
https://clearspace.stratfor.com/docs/DOC-7072
The forward looking assessments are pending completion, but Matt can
speak to that.
From: Reva Bhalla [mailto:bhalla@stratfor.com]
Sent: Monday, August 08, 2011 10:38 AM
To: kevin.stech@stratfor.com; matthew.powers@stratfor.com
Cc: Kendra Vessels
Subject: TUSIAD - data for opening scenarios
hey Kevy/Matt,
Below are a couple of the G-approved opening scenarios I came up with.
Not sure which one we'll go with yet, but I need some reasonable
figures to insert for the bcm amount of nat gas that's cut off in
these scenarios. Can you fill that in with a realistic figure?
(remember, we're going for dramatic here so it puts Turkey in a
seerious nergy bind from the start.) If you see any parts worth
elaborating on, please do so.
We'll be doing a practice simulation on Wed at 11:30am CT that I'd
like one or both of you to be part of so we know what parts need
working on.
Kevy, do you have those data sheets cleaned up and ready to go?
Thanks
Two opening scenarios a**
Summer, 2013
Forest fires are rapidly spreading through the Volga region of Russia.
Damage to power lines caused by the fires have cut off electricity to
Russiaa**s main natural gas compressor station in Lipetsk. The
natural disaster has produced major natural gas shortages throughout
the region; in particular, Turkey has seen a cut of XXX bcm and
Germany has seen a cut of XXX bcm of natural gas from Russia for more
than two weeks. At the same time, a crisis has broken out in the South
China Sea after China intercepted a Vietnamese naval vessel and seized
a Vietnamese offshore oil platform in disputed waters. Prior to the
crisis breaking out, China had been hording a three-month supply of
oil. The price of oil has been pushed up to $160 bpd and is rising.
Triggers for discussion:
A. Turkey is facing both a natural gas and oil shortage - Where
does Turkey look for alternative supply? -- bring in Azerbaijan,
possible LNG exports from US, relations with Iran
A. What does Russia do to try to maintain Turkish energy
dependency?
A. How does Germany respond to the Russian nat gas cutoff?
A. How does another potential US military distraction impact the
decisions of each participant, particularly Russia and Iran?
Winter, 2013
The United States has completed its withdrawal from Afghanistan and is
gradually regaining its operational bandwidth. One major side effect
of the post-war environment is that foreign militants are returning
home from war. A major explosion unexpected occurs on the Druzhba
pipeline running through Kazan, the Russian capital of Tatarstan,
where militants of Turkic origin have become more active. Russian
forces are moving in the area to clamp down on the apparent militant
threat. The explosion has produced natural gas shortages throughout
the region; in particular, Turkey has seen a cut of XXX bcm and
Germany has seen a cut of XXX bcm of natural gas from Russia for more
than two weeks. Freezing winter temperatures are meanwhile boosting
Iranian natural gas consumption, forcing Iran to cut natural gas
supply to Turkey from the Tabriz-Ankara pipeline in order to meet
domestic demand.
Triggers for discussion a**
A. Where does Turkey look for alternative supply? -- bring in
Azerbaijan, possible LNG exports from US, relations with Iran
A. What does Russia do to try to maintain Turkish energy
dependency?
A. How does Germany respond to the Russian nat gas cutoff?
A. How does Russia respond to the militant threat? Does it
suspect foreign backing? Does it try to use it to apply pressure on
US for creating a power vacuum in Afghanistan for militancy to spread?
For later in the simulation a** at least 8 years out
Bulgaria and/or Ukraine and Russia get into a big energy spat.
Insurgent activity in Russia's Tatarstan (remember, ethnic descendants
of Turks) starts up and result in a major pipeline cutoff. Eyeing an
opportunity, the Trans-Balkan pipeline states of Bulgaria, Moldova and
Romania decide to cut off Russian nat gas to downstream consumers, ie.
Turkey is screwed and needs to find alternatives fast. 50 percent of
Turkey's electricity is currently sourced from natural gas (that's
pretty high). we could say that Turkey's expansion of nat gas power
plants increases Turkish electricity dependency on nat gas to 65
percent by 2013. US, freed of its wars in the Islamic world, is
turning its attention back to Eurasia and has proposed starting LNG
shipments to Turkey and the Intermarium countries.
--
Matthew Powers
STRATFOR Senior Researcher
matthew.powers@stratfor.com
--
Matthew Powers
STRATFOR Senior Researcher
matthew.powers@stratfor.com