Middle East & North Africa
Victor Pulls Back the Curtain; OPEC is No Wizard of the Oil MarketsOp-ed: Newsweek on August 1, 2008
In a climate of extremely volatile energy prices, OPEC is taking directions from the market, not calling the shots. David Victor's analysis of OPEC's price targets and quotas illuminate the cartel's diminished influence.
PESD releases case study of Kuwait Petroleum Corporation
In a region popularly associated with monolithic states controlling secretive but effective national oil companies, Kuwait presents a surprising picture of bitterly divided government and a chaotic and fragmented oil sector. PESD affiliate Paul Stevens dissects the historical legacies and tangled webs of interaction with government that explain the current performance and erratic strategy of Kuwait Petroleum Corporation.
Op-ed: Newsweek on April 17, 2008
What to do about Mexico's oil company, Pemex, may seem like a parochial issue of interest only to Mexicans and a few oil industry executives. But the matter should be of concern to anybody who is wondering when oil will come down off its near-record highs. Read more »
PESD researcher Mike Jackson concludes that coal is likely to remain in the Indian power sector, but opportunities exist for gas in peak power. For the fertilizer sector, political constraints will buoy gas demand despite significant opportunities for cheaper fertilizer imports. Industrial consumers will displace expensive liquid fuels with LNG, but cheap coal remains the dominant fuel.
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PESD researcher BinBin Jiang, working with collaborators in three coastal provinces, releases a new paper that estimates demand for natural gas in China. The study shows that gas competes mainly in niche markets but can't unseat coal for power generation unless very tight regulations on local air pollution are applied. If local pollution is regulated, however, the study suggests that China would also make a substantial dent in its CO2 emissions.
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in the news: Boston Globe on August 19, 2007
Mike Jackson suggests carbon policies to guide energy projects towards cleaner technologies at times of high oil prices Read more »
CISAC, CDDRL, FSI Stanford News
Michael May, Michael McFaul, Scott Sagan, David Victor, and John Weyant talk to Stanford magazine for the November/December cover story on energy security. It's not our oil dependence that's the problem, say these scholars - it's our vulnerability to oil producers who use revenues for political purposes that work against our own. Read more »