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Are You Driving the Right Car for an Oil Crisis?

With further escalation in hostilities in Iraq as the militant group, the Islamic State of Iraq and Syria (ISIS) tries to lock down more oil and gas assets, it is hard not to worry that an oil crisis might be looming. Saudi Arabia has fortified its...

Posted July 31, 2014    

The Energy Angle: Why Hillary Clinton is Right about Putin

Both energy companies and consuming countries who still think appeasing Russian President Vladimir Putin will solve their long term problems need to think again. Hillary Clinton’s tough talk about why we must stand up to energy fascism is spot on...

Posted July 29, 2014    

Do We Still Need Alternative Fuels?

As the Obama administration struggles to come up with a solution to the dysfunctional renewables fuel standard (RFS), many in the industry are asking the question: do we actually need alternative fuels? In this blog, I tackle that question from the...

Posted July 15, 2014    

Mexico (and the World) Doesn't Have the Luxury of Politics of Usual

The ongoing political struggle between the ruling Institutional Revolutionary Party (PRI) and the center-right National Action Party (PAN) and the Party of the Democratic Revolution for power and influence has created a drag on President Enrique...

Posted July 1, 2014    

Expect Dire Consequences if Syrian Contagion Spreads to Oil

Among the dismal reports coming out of Iraq, a seemingly minor but highly significant item was news that ISIS and the Iraqi government were battling over the Baiji oil refinery near Tikrit. The Baiji oil refinery, news reports noted, could be a key...

Posted June 23, 2014    

Does a Future Gas Glut Shape Russian Decision Making in Russia-Ukraine Conflict?

Russia may appear to some observers to have all the cards in its continued negotiations with Ukraine over their high stakes natural gas pricing dispute, in which European gas supply remains a hostage. But long term trends in global natural gas might...

Posted June 11, 2014    

Russia and the Ukraine: The Energy Angle Part 2

Prior to Russia’s invasion of the Crimea, the United States tried to re-engage Russia as a strategic partner in the Middle East. Moscow has at least one concrete interest that is the same as Washington: radical Islamic jihadism is a national...

Posted April 15, 2014    

New Geopolitics Means Arctic Oil, Mega-Projects' BAU Could be Uphill

Western oil leaders may be worrying that Russian President Vladimir Putin’s actions in the Crimea will lead to a ban on international investment in the Russian Arctic, but if it does, that would be doing US companies a favor. The prospects that such...

Posted March 27, 2014    

Russia and the Ukraine: The Energy Angle

Even with all the speculation and debate about Vladimir Putin’s nationalistic motives for Russia’s annexation of the Crimea, there still seems to be room for more thoughtful consideration of the oil and gas aspects of the conflict. Putin may be a...

Posted March 20, 2014    

Washington Needs to Embrace the New American Century: More Thoughts on US Exports

I don’t always agree with New York Times columnist Thomas Friedman but his recent column is a must read. In a nutshell, he is arguing that innovation in the United States is driving us to greatness again (shale, the internet of things, 3-D printing...

Posted February 17, 2014    

US Export Bans 101: Markets Defy Artificial Barriers

Environmental advocates weighing in against US oil and gas exports and Keystone XL Pipeline need to be wary. The belief that creating barriers to exports and infrastructure will lock oil and gas under the ground is a misplaced one. Markets will...

Posted February 5, 2014    

Americans Seeking Leadership: The Threats are Real, so a Pep Talk for 2014

I was thinking of doing a year in review blog as would be customary for this time of year but the sense of disorder in the world is so great, it was hard to know where to start. For the energy sector, there are so many factors that could turn into...

Posted January 7, 2014