Energy Security

December, 2015

  • 2 December

    ISIS, Turkey and Oil – The Bigger Picture: Interview With Pelicourt

    Turkey's game of playing all sides in the balance of power game is difficult to sustain. The downing by Turkey of a Russian jet conducting air strikes over northern Syria is just the first move in the new phase of this game, and analysts should probably start looking at ISIS oil sales to Turkey in their examinations of why Turkey downed a Russian jet at a time when the Russians were specifically targeting ISIS-controlled oil facilities and tankers.

  • 1 December

    Time to Transform the Eastern Mediterranean

    The massive resources available in the Eastern Mediterranean offer the prospect of employment and stability. The pursuit of common interests could unlock enormous untapped potential in the region.

November, 2015

  • 28 November

    Oil Jobs Lost: Texas Likely to See Massive Layoffs Soon

    Oil and gas companies have laid off more than 250,000 workers around the world, a tally that will rise if oil prices remain in the dumps.

  • 19 November

    Saudis Planning a War of Attrition with Russia’s Oil Industry

    Saudi Arabia could be playing a longer game, intensifying its market share strategy by encroaching on Russia's traditional market in Europe. An increase in Saudi oil flowing to Europe threatens to undermine Russia's principle market.

October, 2015

  • 29 October

    Stop Blaming OPEC for Low Prices

    U.S. production is now down by about 500,000 barrels per day since April. Oil prices will rise over the next year or so as U.S. shale is forced to cut back. That adjustment – high-cost suppliers forced out – is how markets are supposed to work.

  • 20 October

    Oil Market Showdown: Can Russia Outlast the Saudis?

    Saudi Arabia and Russia cannot long withstand the pain they have brought upon themselves by maintaining low oil prices. They have, in effect, turned no pain no gain into intense pain no gain and set in motion the possibility neither will exit the low price Crudedome under its own power.

  • 11 October

    Lithium Market Set to Explode – All Eyes Are on Nevada

    Even more than hybrid cars, grid storage and the ‘powerwall’ will drive lithium demand through the roof.  Now the game is all about new resources—and specifically, American resources, with all eyes on the brine. Tesla knows this, and so do its competitors. Investors who know this will get in on the game before new entrants start producing.

  • 6 October

    Is Russia Plotting to Bring Down OPEC?

    Russia can be seen as maneuvering to split OPEC into two blocs, with Russia, although not a member, persuading the "Russian bloc" to isolate Saudi Arabia and the Gulf Arab OPEC members within OPEC. This might persuade the Saudis to seek a compromise with the have nots.

September, 2015

  • 18 September

    The Shale Delusion: Why the Party’s Over for U.S. Tight Oil

    For the next year or so, tight oil wells will not be commercial except in the best parts of the best plays. Until market fundamentals of supply and demand come into balance, prices will remain low. Clearly for now, the party is over for tight oil.

  • 16 September

    Global Consumption Trends Break New Records

    Record increase in global consumption and acceleration of resource depletion, pollution, and climate change may come with under-appreciated social and environmental costs, says a new report by Worldwatch Institute.