Lectures/Presentations in NS4960 -- Summer 2020
July 7/12 -- Introduction: What is Energy Security?
July 14/19 -- Introduction to Energy Markets
- Meghan O'Sullivan, Chapter 1 The Oil Price Plunge of 2014
- Meghan O'Sullivan, Chapter 2 The New Oil Order
- The 2014 Oil Price Drop
- The March 2020 Oil Price Drop
- The June 2020 Oil Price Agreement
- Commodity Prices: Trends, Super-Cycles, and Short-Run Spikes and Busts
- Oil Markets: Crude Predicament
- Jeff Frankel, Oil Prices in the Long and Short Run
- Dan Yergin Oil Price Collapse, March 9, 2020 (video)
- Dan Yergin Oil Price Decline National Security Issue, March 30, 2020 (video)
- Daniel Yergin views on oil developments in 2019
- Ed Dolan, Technology, Environment and The Future of Natural Gas, February 24, 2010
- Ed Dolan, Diamonds: How to Price a Finite Resource, April 26, 2010, 2010 (monopoly example)
- Ed Dolan, Will Fracking Enrich India's guar Farmers, July 30, 2012
- Ed Dolan, Does Peak Phosphate Spell Doom for Humanity or Will supply and Demand Save Us? July 30, 2013
- Daniel Yergin views on current state of the oil Markets (Video, May 2016)
- OPEC Pricing Models
- Robert Looney/Dave Schrady, Estimating the Economic Benefits Derived From Forward-engaged Naval Forces, CSIS, May 5-6, 1997
Other Presentations
Review of Basic Microeconomic Supply and Demand
- Ed Dolan, Chocolate Lovers Keep Nervous Watch on Volatile Cocoa Prices, October 10, 2010
- Ed Dolan, Why is Oilive Oil, Good for the Body, Getting Hard on the Pocket Book?, February 4, 2013, 2010
- Ed Dolan, Does Peak Phosphate Spell Doom for Humanity or Will supply and Demand Save Us? July 30, 2013
July 21/26
Energy Supply
- Overview Week 3
- The 2014-15 Oil Price Decline
- The 2014-15 Oil Price Decline
- The March 2020 Oil Price Drop
- Dan Yergin Oil Price Collapse, March 9, 2020 (video)
- Dan Yergin Oil Price Decline National Security Issue, March 30, 2020 (video)
- The June 2020 Oil Price Agreement
- Oil Major's Diversify into Shale, Oxford Analytica, March 2017
- Meghan O'Sullivan, Chapter 3 Natural Gas Becomes More Like Oil
- BP Energy Outlook Video
- BP Energy Outlook Presentation for 2020
- BP Energy Outlook to 2040 (video)
- Jeff Colgan, Oil Domestic Politics and International Conflict, Chapter 11
- Michael Ross, Blood Barrels
- Oil Curse Patterns
- Jean-Francois Seznec, NOCs/IOCs in Handbook of Oil Politics
- Why not more nuclear? (Video)
- Demand for clean energy inspires new generation to innovate nuclear power
(Video)
- Fundamentals Will Curb Coal, Oxford Analytica, June 2018
- Video on Stranded Assets
Other Presentations
- Overview and Main Findings, BP Energy Outlook 2018
- BP Energy Outlook 2019 -- Slides
- BP Energy Outlook, 2019 -- looking mainly at 2018 (video)
- BP Energy Outlook Presentation for 2018
- Oil Curse Patterns
- Predicting Expropriations
- IMF Class on the Commodity Curse
- Resource nationalism and mining – issues and potential responses
- The Resource Curse in Uganda
- OPEC, Jeff Colgan Talk, April 5, 2016
- Robert Looney, EAG Seminar, The Causes and Consequences of the Oil Price Decline, February 2015
- Daniel Yergin views on shale, LNG (video) -- more focued on geopolitical issues
- Demise of the U.S. Coal Industry (video)
- Twice as many US jobs in solar then coal (video)
- Tariffs on solar will eliminate U.S. jobsl (video)
- Solar Microgrids integration with conventional systems (longer video)
- WEF, Game Changers in the Global Energy System, 2017
- Dan Yergin on renewable energy (video)
- Renewables Competitive by 2020, Oxford Analytica, February 2018
- Energy Storage Markets, Oxford Analytica, January 2018
- NS4043 Group Project 2012, Is a Domestic Biofuel Industry Necessary for National Defense?
- Coal Markets
- Coal Markets: Structural Weaknesses
- Nuclear Rebound?
- Prospects for U.S. Offshore Wind Projects, August 2017
- Clean Energy Transition Will be Slow, April 18, 2018
Other Presentations
- How the U.S. and OPEC Drive Oil Prices, New York Times, September 30, 2015
- OPEC Agreement and Likely Prices, Financial Times, November 2016
- Bloomberg March 2017 Oil Price Prospects
- BP Energy Outlook, 2017 edition (video)
- EIA Energy Outlook 2017
- BP Energy Outlook Presentation 2017 edition.
- Jeff Colgan, Geopolitics of Oil and Energy, Summer, 2015
- BP Energy Outlook 2035 -- US. Summary, 2017
- Geopolitics of Lower Oil Prices, EIA, June 2015
- Bassam Fattouh, Oxford Institute of Energy Studies, Global Oil Markets - Current Developments
and Future Prospects, Presented at the Bank of England, London, July 17, 2015
- Paul Sullivan, Oil Supply in Handbook of Oil Politics
- Laura Graefe, Peak Oil in Handbook of Oil Politics
- Prospects for Alternative Energy, -- Older
July 28/August 2 US Energy Overview
Energy Policy
- Week 4
- Meghan O'Sullivan, Chapter 4 U.S. Energy Independence
- Alan Krupnik, President Trump's Vision of Energy Security, Milken Institute Review, February 27,2017
- Overview Permian Basin (video)
- Jadwa Quarterly Oil Market-Update-7-20-2019
- The U.S. Strategic Petroleum Reserve
- Bernell-Simon Chapter 2
- Bernell-Simon Chapter 3
- John Duffield, Chapter 3, Fuels Paradise, Potential Policy Responses to Energy Insecurity
- Summary US Quadrennial Energy Review, June 16, 2015
- Natural Gas Processing
- Natural gas processing (video)
- U.S. Oil Exports and Energy Security
- U.S. Export Role: Public Private Stockpiles
- US Fracking Regulations
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- Carbon Tax vs. Cap-and-Trade -- David Suzuki
- Congressional Budget Office Assessment of a Carbon Tax in the US
- Canadian Views on a Carbon Tax (video)
- Carbon Tax vs Cap and Trade at University of Texas (video)
- Australian Views on a Carbon Tax -- positive
- Australian Views on a Carbon Tax -- negative
- Discussion papers 10-21/26
- Nuclear Energy Policy in the Aftermath of Fukushima -- NS4053 class project fall 2012
August 4
U.S. Energy Policy
Extra
- California Cap and Trade
- Duffield, Chapter 3, Responses to Energy Insecurity
- Bernell-Simon Chapter 4
- Bernell-Simon Chapter 5
- Prospects for Renewables
- Liquid Markets: Assessing the Case for U.S. Exports of LNG, Brookings, May 11, 2012
- Edward Morse, Aspects of the Crude Oil Debate, CITI Research, February 2014
- US LNG Exports
- Climate Policies, Energy and Economic Security -- Hartley, Australian talk
August 9/11
U.S. Energy Policy: International Dimensions
August 11
U.S. Energy Policy: International Dimensions
August 16/18/23 Asian Energy Security
China
Japan/Korea/Australia/Laos
Other Presentations on Asia-Pacific Region
August 25/30 Energy Security Issues in Middle East/Africa
- Topics for August 24, 2020
- Meghan O'Sullivan, Chapter 11 Middle East Issues
- Iran's Oil Sector
- Iran-China Trade Under Sanctions Story
- Iran Recent Developments
- Iraq's Oil Sector
- Saudi Arabia Economic Convergence
- Drone Attack on Saudi Oil Facilities, Financial Times, September 16, 2019 (video)
- Saudi Arabia Aramco IPO, Financial Times, October 4, 2019 (video)
- Saudi Arabia Aramco IPO
- Oil Companies Scrambling to Survive, Financial Times, June 30, 2020 (video)
- Oman: Oil Success Story
- Iran's Resistance Economy
- Ghana and the Oil curse
- Angola Oil curse
- Iran Sanctions of 2018
- The U.S. Withdrawal from the Iran Nuclear Deal and Oil Prices
- Defying US Sanctions, New York Times August 3, 2019 (interactive)
- Iraq: Current Problems and Prospects
- Africa: New Areas of Oil and Gas Exploration
- Ghana and the Oil curse
- Angola Oil curse
- Botswana Resource Curse
- Algeria Resource Prolems
- Ghana 2017 Budget Issues
- Robert Looney, Nigeria: Current Problems and Progress, Milken Institute Review, Second Quarter 2015
- Nigeria: Recent Assessments, 2017
- Algeria Oil Dependency
- Algeria Case Study -- Oil Price Drop
Extra
- U.S. Gulf Energy Scurity Scenario
- Video IMF Assessmnt MENA Region, October 2015
- Oil Curse Patterns
- MENA Energy Security Issues, 2017
- Iraq Post ISIS Reconstruction -- Electricity Sector
- Bassam Fattouh, Oxford Institute of Energy Studies, Saudi Arabia's Oil Policy in Uncertain Times: A Shift in Paradigm, October 21, 2014
- Comission on Energy and Geopolitics, 2015 -- MENA Scenarios
- Comission on Energy and Geopolitics, 2015 -- Sub-Sahara Africa Scenarios
- IMF Commodity Curse Course I
- IMF Commodity Curse Course II
- AngloAmerican, Resource Nationalism -- Issues and Potential Responses, February 2013
September 1/7 Europe/Russia/Central Asia Energy Security
September 8/13/15 The Americas -- Summing up