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Category Archive: Geostrategy
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This Week in Energy: Clean Energy Investment Woes
Clean energy investment woes; talk of the end days of fossil fuel subsidies; the death knell for Europe’s carbon market; a new (hydrocarbons) theory on the Syria end game; and a few teasers from this week’s premium newsletter …. The first quarter of 2013 has been a rather depressing one for clean energy and climate [...]
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Open Letter to Ilham Aliyev
For a change, I am not writing about Turkey. I have an open letter to Ilham Aliyev, President of Azerbaijan: “Your Excellency; I visited Azerbaijan for the first time last week to participate in a conference. The presentations were great, and I learned a lot about the Azeri economy. But I was most impressed that [...]
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Syria: When is Enough, Enough? When the Oil becomes ‘Islamized!’
The “cruelty and carnage” in Syria, is how the situation in that country has been described in a rare joint statement by the chiefs of five UN organizations. The statement came accompanied by a plea to the international community to take concrete action and stop the bloodshed. “Enough!” It cried out as fierce fighting continues [...]
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Another Energy Boom is on the Way
Trading energy and energy stocks this week have been a dangerous experience, as oil markets sloughed off more than $3 a barrel on little more than a whim. DOE reports showed a certain stockpile increase, but those reports have been rather irrelevant for years, so pointing to this particular report as a reason for the [...]
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Is Tunisia the New Hot Spot for Energy Investors? Interview with John Nelson
Until recently Tunisia was considered to be a minor league and relatively underexplored venue in Africa’s rapidly expanding oil & gas scene. This situation has quickly changed with new bid rounds and forced relinquishments creating an opportunity for new companies to come in. Major American E & P companies like Shell have jumped at the [...]
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Sustaining African-Chinese Cooperation
An abbreviated version of the author’s “Sustaining African-Chinese Cooperation,” BusinessDay Nigeria, March 25, 2013 Ever since the Bandung Conference in 1955, China and several nations in Africa have had a special relationship. The Afro-Asian meeting was one of the first steps toward the anti-colonial Non-Aligned Movement, which Indonesia’s first president Sukarno named the “newly emerging [...]
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Trade: The World Is Not Flat Yet
Thomas Friedman’s bestseller The World Is Flat highlights the strong forces pushing the world towards a single economic platform. The technology-fueled globalization in the provision of services, and the widespread organization of production processes as global value chains are part of his narrative. The revolutionary potential of services comes out neatly from the persuasive story [...]
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The Distortions of U.S. Intelligence and U.S. International Strategy
Changes are necessary in U.S. foreign policy during the President’s second term. But getting those changes in the face of what appears to be a fairly impregnable White House seems unlikely. The President’s Intelligence Advisory Board composed of present and past senior foreign policy figures, have cautioned that U.S. Intelligence has become distorted, beyond recognition. [...]
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Shell to Spend $1bn in Iraqi Oilfield Development
As Royal Dutch Shell prepares to resume operations at Majnoon field in Iraq in May, the supergiant plans to invest more than $1 billion this year to bring production online. After having shut down last summer for maintenance and to build new production facilities, the Majnoon field will begin produced 100,000 barrels per day in May—a volume [...]
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Professor Monti and the Bubble
Who saved Italy? This column argues that the crisis began with Silvio Berlusconi and ended with Mario Monti. Evidence suggests that restoring a sense of credibility to Italian policymaking was difficult to earn but may be very easy to lose (as the recent run on Italian debt suggests). New and old Italian politicians cannot afford [...]
