45 Items

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Analysis & Opinions - Bloomberg Opinion

After Oil: Throwing Money at Green Energy Isn’t Enough

| Sep. 17, 2020

The geopolitical and geo-economic forces wrought by the coronavirus pandemic, as examined previously in this series, are likely to slow the transition to a more sustainable global energy mix. Fortunately, the pandemic has also resulted in governments gaining vastly greater influence over whether this shift stalls or accelerates.

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Analysis & Opinions - Bloomberg Opinion

Pandemic Is Hurting, Not Helping, Green Energy

| Sep. 16, 2020

For most people, there was nothing to celebrate when the International Monetary Fund downgraded its outlook for global economic growth in June, anticipating a contraction of 4.9% for 2020. Yet for others, such as the small but persistent group of economists and others known as the degrowth movement,” the Covid-induced economic slowdown has a silver lining.

Shri Piyush Goyal addressing a Press Conference

Wikimedia/Ministry of Power (GODL-India)

Journal Article - Energy Research & Social Science

Illuminating Homes with LEDs in India: Rapid Market Creation Towards Low-carbon Technology Transition in a Developing Country

| August 2020

This paper examines a recent, rapid, and ongoing transition of India's lighting market to light emitting diode (LED) technology, from a negligible market share to LEDs becoming the dominant lighting products within five years, despite the country's otherwise limited visibility in the global solid-state lighting industry.

Part of the Royal Dutch Shell refinery on Pulau Bukom.

AP/Wong Maye-E

Analysis & Opinions - Middle East Institute

Insight 219: Singapore in the Global Energy Transition

| Dec. 03, 2019

For decades, Singapore has been a premier refinery hub and gatekeeper between Asia and the Middle East, but its position is increasingly threatened as producer countries are shifting into the downstream activities that helped make Singapore the “Houston of Asia”. Oil and petrochemicals drive about one quarter of Singapore’s net exports. Greater competition in the global oil and gas value chain could take a heavy toll on the city-state’s national budget and economic growth prospects.

The US-China Trade War and its Implications for Saudi Arabia

AP/NASA TV

Analysis & Opinions - Global Policy

The US-China Trade War and its Implications for Saudi Arabia

| Feb. 12, 2019

As American and Chinese trade representatives continue to discuss the two countries’ ongoing trade war, the architects of Middle East’s ambitious renewable energy policies are watching closely for opportunities to expand their burgeoning green industries. Regional leaders from across industry, government, and academia have recently gathered at the World Future Energy Summit and the Jubail Energy Management Conference, and the trade war has been high on the agenda.

Sovereign Venture Capitalism: At a Crossroad

StockSnap/Pixabay

Analysis & Opinions - The Economist

Sovereign Venture Capitalism: At a Crossroad

| Oct. 03, 2018

What the Iron Man-like character is claiming for his futuristic automotive company is not unheard of. On a systemic basis, mammoth institutional investment—especially from sovereign wealth funds (SWFs)—is flowing into start-ups and technology-oriented publicly traded companies. In this case, Saudi billions would help Mr Musk escape the pressures of being publicly listed. SWFs have invested large sums into high-growth start-ups promising innovation and financial returns. In fact, just this month, Saudi’s Public Investment Fund (PIF) announced a US$1bn investment in Tesla’s rival, Lucid, and a US$2bn stake in Tesla. The rise in SWF balance sheets and activity is having ramifications on global efforts to be more Silicon Valley-like, and on Silicon Valley itself.

Windfall: How the New Energy Abundance Upends Global Politics and Strengthens America's Power

Simon & Schuster

Analysis & Opinions - Oxford University Press

Windfall: How the New Energy Abundance Upends Global Politics and Strengthens America's Power

| May 01, 2018

In conclusion, much has been written about the world's energy resources, but only a few books have been able to link energy realities to geopolitics. Windfall provides an important corrective to conventional wisdom on foreign and energy policies—and shows how the US can take full advantage of the new energy landscape. Thus O'Sullivan shows that by looking at both foreign policy and energy markets, businesses will make better investment decisions and policy-makers will make better strategic decisions.

Windfall: How the New Energy Abundance Upends Global Politics and Strengthens America's Power, by Meghan O'Sullivan. Published by Simon & Schuster on September 12, 2017.

Simon & Schuster

Analysis & Opinions - Axios

Good Use of Your Holiday Gift Card (Before it Vanishes Behind the Fridge)

| Jan. 02, 2018

During our holiday newsletter hiatus, I finally had time to read Meghan O'Sullivan's book (pictured above) about how the shale boom is shaking up global oil-and-gas markets — a phenomenon that has broad and important geopolitical effects.

The boom benefits U.S. global posture and economy, but O'Sullivan warns that policymakers cannot be complacent and must take steps to harness its geo-strategic benefits while mitigating environmental risks.

Windfall: How the New Energy Abundance Upends Global Politics and Strengthens America's Power, by Meghan O'Sullivan. Published by Simon & Schuster on September 12, 2017.

Simon & Schuster

Book - Simon & Schuster

Windfall: How the New Energy Abundance Upends Global Politics and Strengthens America's Power

| Sep. 12, 2017

Windfall is the boldest profile of the world’s energy resources since Daniel Yergin’s The Quest. Harvard professor and former Washington policymaker Meghan L. O’Sullivan reveals how fears of energy scarcity have given way to the reality of energy abundance. This abundance is transforming the geo-political order and boosting American power.