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22
Singapore Oil
Embargo
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I let the
matter rest. Then, ironically, the whole issue was overtaken
by a totally new and unexpected interpretation of the text of
the Arab oil embargo. The embargo expressly forbade deliveries
of products made from Arab oil, as used in Singapore refineries,
to the US and its armed forces. Vietnam had not been mentioned
in the text at all. In a fit of excessive zeal, however, to
please Saudi Arabia, where they had tremendous investments,
or to make more product available for other markets, or even
because Vietnam was simply a public-relations nightmare, Esso
Singapore had deliberately given the embargo such a wide interpretation
that they claimed no longer to be at liberty to supply products
paid for by the US government and made from Arab crude to Vietnam.
In the same vein, shortly before and during the Middle Eastern
war, Esso and the other American companies united in Saudi Aramco
had petitioned the President of the United States to stop military
supplies to Israel. If that request had been taken seriously,
Israel would have been written off.
For Vietnam, however, there was no other
crude source on the horizon, and this tortuous interpretation,
swiftly endorsed by the Singapore government and automatically
applicable to us, suddenly cut the lifeline of oil to Vietnam,
and threatened to render the ARVN powerless and South Vietnam
defenceless. This came on top of the armed forces already having
to reduce operations because the American fuel supply budget
had not been increased in line with price rises.
Giu and I rushed for explanations to
Esso's Saigon office. With its wall-to-wall carpeting, Western
secretaries, bricked-up windows and electric lighting throughout
the day, it belonged to a claustrophobic foreign future, whereas
our office, with its gilded baroque and open windows, clearly
belonged to the easy-going South Vietnamese past. But differences
went deeper: the Vietnamese assistant of the president who received
us in no way resembled our own abrasive Giu. He was young, college-educated
and forward-looking, with faultless English and infinitely more
comfortable to talk to, but with none of the nationalist passion
of Gin. In the absence of his president, who was in the United
States on leave, he regretfully accepted that Esso Singapore
had to abide by the implicit ban on deliveries to the Vietnamese
army. The fact that after the exhaustion of stocks the ARVN
would be immobilised and the North could pick off its units
one by one or that the immobilisation of the airforce would
make Northern superiority overwhelming did not seem to matter.
None of this seemed to touch him personally. By now, however,
we knew our competitors well enough to realise that neither
they, nor Caltex, would ever question a decision taken by their
principals. It meant that only we could get the Singapore government
to reverse their decision.
We had limited time left. I phoned my
Singapore colleague, but he was away at a meeting in London,
so I took a flight to Singapore. After hearing from the product
supply manager that Shell had merely followed the lead of the
American companies, I drove to government office, where an official
explained to me in confidence the entire course of events. He
confirmed that the local American oil company presidents, eager
to apply the strictest possible interpretation of the embargo,
had taken the initiative to cut deliveries to their own navy
and the Vietnamese armed forces. To do this legally, they needed
the official extension of the embargo to the Vietnamese armed
forces. Otherwise they would have been vulnerable to customer
claims for non-performance of contract. Therefore, they had
pressed the Singapore government for a confirmatory decree.
Please make it official, they had begged, so that we can claim
force majeure with our customers. Oh, and here is your draft
decree, already drawn up by our lawyers; you only have to sign
and publish it. The Singapore government had merely obliged.
Unfortunately, in the absence of the Shell Singapore president,
my own representations carried no authority. The small island
state could hardly go against the official advice of the local
leaders of the industry on which the whole existence of the
state depended. Once
the government had signed and published the ban, only a strong
counter-force could make them change their minds; for instance,
explicit approval for deliveries by an important OPEC member,
acting in concert with the US government.
Back in Saigon that night, after the
personnel had gone home, I went to the telex room, where the
night-shift operator sat in front of her machines. She happened
to be the ex-girlfriend of Trung, who had resigned with such
panache after the first sapper attack on Nha Be. She had proved
totally trustworthy and devoted to the job since her transfer.
An idea was forming in my mind while we watched London's messages
cascading in. We had to produce an irrefutable counterargument
for the Singaporeans, and after a while I began tentatively
dictating an appeal to the Saudi Minister of Petroleum, Sheikh
Yamani, with the pompous beginning, 'In the name of our common
commitment to democracy in Vietnam...' But this was way overstated;
the Saudis were anti-Communists but no admirers of democracy.
I therefore deleted the commitment bit and just said, 'In the
name of the survival of our staunch South Vietnamese allies'.
No lesser words could do justice to
our cause. My methods might be wrong; I had no earthly mandate,
the end might not justify the means, and I was a worm, but I
let the noble preamble go on line. 'I have to draw Your Excellency's
attention to the decision by the Government of Singapore to
deny oil supplies to the South Vietnamese armed forces in application
of an interpretation of the OPEC oil embargo, which I personally
believe to be based on an outrageous misunderstanding of its
terms. If Your Excellency agrees with me that the text of the
embargo only refers to American forces and not at all to the
South Vietnamese forces currently fighting for survival in the
free world, and would inform the Singapore Government accordingly,
desperate consequences can still be avoided.' The message ended
with my name and that of the company. I watched it go, and tried
to visualise Yamani's face reading the text.
Years ago, Yamani and I had made reluctant
conversation while we were both waiting in an ante-room at the
palace in Doha for a private word with Sheikh Ahmed of Qatar.
He was called in first as a Saudi minister, a successor to the
famous Tariki, but his standing amongst sheikhs was still that
of a humble palace servant. Now he was an international celebrity.
Whether he remembered or not, he would read my message as a
true outburst from the ranks. As for my principals in London
and the Hague, who only spoke to him after weighing their words
on a gold scale, I could only be sacked once.
Feeding the copies into the shredder,
the telex girl and I were joking about our message, and about
the odd telexing styles of our colleagues, when suddenly the
Riyadh line came alive with an answer: 'In the name of Allah,
the Merciful. Grateful if you could address your message to
HRH King Faisal. Thanks.' It was unsigned. Perhaps it was only
a telex clerk's suggestion, but we changed the 'Excellencies'
of the text into 'Royal Highnesses' and let it go again. In
for a penny, in for a pound.
We never received a direct reply, but
a decisive reaction to the Singapore Government, in the form
of official Saudi approval for deliveries of its oil to Vietnam,
was duly made, and when several months later the press reported
that King Faisal had also made an offer to the American government
to pay for all the expenses of the Vietnam War, I was again
reminded of the evening in the telex room with Trung's ex-girlfriend.
But nothing ever came of the offer. By then, the Nixon presidency
had been too weakened by the Watergate scandal to take things
further, and to be able to put the financing of the war on a
firm footing.
A few loose ends needed to be tied up
by the American embassy in Saigon. Graham Martin was, as usual,
in Washington lobbying a reluctant congress. His stand-in, the
dedicated and indefatigable Josiah Bennett, showed me an intercept
of a communication from Communist headquarters in South Vietnam
(COSVN) to Hanoi on the Nha Be sapper attack. It described the
action modestly as a media event, and not in any way intended
to convey that the peace-loving forces no longer respected the
Paris peace agreement. But Nha Be was already far behind us.
The immediate task was to delete all
mention of American involvement in the oil supply contract with
the Vietnamese Government, to help the Singapore government
through the embarrassment of reversing its decision. The embassy
would clear it with the Vietnamese later. First they put the
specific recommendation to the Secretary of State, Henry Kissinger,
who happened to be in Tokyo at the time. Kissinger made the
telephone call to Riyadh and the South Vietnamese armed forces
were disembargoed within a day. The Singapore government were
only too happy to rescind their edict. But still, to my amazement,
the American companies, sulking from loss of face, or for other
reasons, refused to supply their share of the new contract,
and thus made Cong-Ty Shell a monopoly supplier by default,
at very profitable prices, for a few months, until they could
bring themselves to swallow their pride and claim back their
legitimate share. Cong-Ty Shell's dividends doubled on this
windfall alone, without any resort to creative accounting.
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