Dire

Iraq’s Kurdistan Region is making noises about conducting a referendum soon to decide its political future. A drafting committee is working on the wording of the proposition. President Barzani and his PDK are committed to conducting the referendum this year.

Whatever the wording, Kurdistan’s largely young Kurdish population will understand it to be about independence. Ditto the large Kurdish diaspora, which referendum advocates want to enfranchise. Most of Kurdistan’s now substantial Arab population of people displaced by war will not be able to vote.

The outcome is predictable: 90% and likely more will vote yes, whatever the precise wording.

The case for Kurdistan’s independence is on the face of it compelling. Saddam Hussein’s regime mistreated its population, chasing Kurds from their homes and even out of the country. Kurds were even gassed during the 1988 Anfal campaign. Kurdistan won a large measure of autonomy in the 2005 Iraqi constitution, but the relationship between Baghdad and Erbil has been at best rocky since then. The Kurdistan Regional Government (KRG) has not received all the oil revenue it is entitled to, it has had to defend its own territory from the Islamic State without help from Baghdad and it faces demands from its population, most of whom no longer speak Arabic, for complete independence. The KRG claims to be a democracy and to treat minorities well.

So why shouldn’t it happen?

The geopolitical circumstances are not favorable. While Kurdistan has vastly improved its relations with Ankara, large parts of eastern Turkey were slated at the end of World War I to become part of a Kurdish state. Turkey will not want to see independence for its southern neighbor while it represses a violent Kurdish rebellion on its own territory, for fear of the irredentist consequences. Iranians feel even more strongly on this issue: what the Kurds call “eastern Kurdistan” is inside the Islamic Republic. Iran’s population is not much more than 50% Persian. Tehran will fear the Kurds won’t be the only ones looking to get out. The Baloch have been rebelling since 2004.

Iraqi Kurds naturally look to the Americans for support. Washington was vital to their survival in the 90s, when it protected them with a no-fly zone in northern Iraq. The Kurds supported the 2003 American invasion of Iraq and happily hosted American forces. The KRG has welcomed Iraqi Christians displaced by ISIS and maintains friendly relations with the US, even welcoming American investment and admitting Americans without the visas the Baghdad government requires. My Kurdish friends ask plaintively: don’t the Americans want a new friendly ally in the Middle East? One with at least a nominal commitment to multiethnic democracy?

Washington might, but it has global concerns, which include maintaining the sovereignty and territorial integrity of Georgia, Ukraine and Moldova, where Moscow is supporting breakaway territories in each of those countries. Independence for Kurdistan would open the proverbial Pandora’s box, strengthening Russian arguments and undermining the international consensus that has formed against independence for South Ossetia and Abkhazia, the annexation of Crimea and the rebellion in Donetsk and Luhansk, as well as the aspirations of Transnistria. China will be no less opposed to Kurdistan’s independence than the Americans, for fear of the implications for Tibet.

Even inside Iraq, there are issues. The boundaries of Iraqi Kurdistan are not agreed. While the KRG seized the so-called “disputed territories” during its offensive against the Islamic State in 2014, Baghdad has not agreed that they belong within Kurdistan. The KRG is offering to conduct referenda in these territories on whether they want to join with Kurdistan, fulfilling a provision of the Iraqi constitution. But doing that while the KRG is in control is unlikely to convince Baghdad that a free choice is being made.

At current oil prices around $30/barrel, the KRG is nowhere near having the financial resources to be independent. Baghdad isn’t providing the funding it should, but independence would leave Kurdistan even worse off. It is still an oil rentier state, despite its hopes for a more diversified economy. My guess is that oil prices in the future will have a hard time going over $70-80/barrel, because above that level massive quantities of unconventionally produced oil and gas (as well as other alternatives) will come on line. The KRG needs closer to $100/barrel to meet its financial requirements with oil production even well above current levels.

Advocates of an independence referendum are claiming that it would be prelude to a re-negotiation of the relationship with Baghdad, not necessarily a one-way street to independence. Anyone who knows young Kurds will doubt that after voting for what they think of as independence they will accept some sort of confederal arrangement to stay nominally inside Iraq. An independence referendum is far more likely to be prelude to still another war, in which Arabs (both Sunni and Shia) fight Kurds to determine the borders they have failed to agree on for more than a decade.

The implications of a referendum without prior agreement, both on the legitimacy of the process and on Kurdistan’s borders, are dire.