Most Importat Readings

• O'Sullivan, Introduction

• Daniel Yergin, Ensuring Energy Security, Foreign Affairs, March/April 2006

• Daniel Yergin, Energy Security and Markets, Chapter 2 in Jan Kalicki and David Goldwin, Energy and Security (Sakai) -- update and expanded version of his 2006 article

• John Duffield, Fuels Paradise, Chapters 1, 2 (Sakai)

• The New Power Superpowers in The Economist, Special Report: The Geopolitics of Energy -- The New Power Superpowers, March 17, 2018 (just first three overview pages)

• World Energy Council, Energy Trilemma Index, 2018 Executive Summary

• World Energy Council, Energy Trilemma Index, 2019 Main Report (just look through)

• David Bernell and Christopher Simon, The Energy Security Dilemma: US Policy and Practice, Chapter 1 -- Sakai

• 4 Geopolitical Trends to Watch in 2019, OilPrice.com 2019

• IEA, Measuring Short-Term Energy Security, IEA, 2011 -- look over

• Marcus King, Evolving Factors Affecting Energy Security, Ch 2 in Robert Looney ed., Handbook of Transitions to Energy and Climate Security, Routledge 2017 (Sakai)

• U.S. Department of Commerce, 2017 Index of U.S. Energy Security Risk --- Look over

Most Important Readings

• O'Sullivan, Chapters 1 and 2

• Brief overview of some basic economics principles -- look over the presentations on Basic Microeconomic Tools, Markets and Competition

• Robert McNally and Michael Levi, A Crude Predicament, Foreign Affairs, July/August 2011

• Oil Market in Turmoil: Case of Winners and Losers, Rabobank, June 4, 2018

• The Crude Math of Geopolitical Risk, Geopoliticalfutures.com, June 7, 2018

• Global Fuel Subsidies, Milken Review, Fall 2014

Other Readings

• EIU, Turbulent Times: Measuring real-time shifts in a volatile oil market, EIU, 2018

• Robert Looney "Estimating the Economic Benefits of Forward-Engaged Naval Forces" Interfaces (July/August 2001) -- With David Schrady and Ron Brown. Using movements in Oil prices to guage economic effects of Naval forward deployment

• McKinsey Game Changers for Energy 2017 and the pdf link at the end

• McKinsey, Technology and the Supply and Demand for Resources (February 2017)

• Lucas Davis, The Cost of Global Fuel Subsidies, Milken Institute Review 2014

• Paul Sullivan, Race to the Last Barrel, About Oil, 2017

Overview of Major Energy Sources

• CSIS Energy 101, Introduction to Renewables, 2015

• CSIS Energy 101: Oil, 2015

• CSIS Energy 101: Natural Gas, 2015

• CSIS Energy 101: Coal, 2015

• Alan Krupnick, Trump's Coal Illusion, Milken Institute Review 2017

• CSIS Energy 101: Nuclear, 2015

Most Important Readings

• O'Sullivan, Chapter 3

• BP Statistical Review of World Energy, 2020 (just look through)

• Jeff Colgan, Oil, Domestic Politics and International Conflict, Chapter 11 in David Steven ed., The New Politics of Strategic Resources (in Sakai -- Resources, Supplemental Texts)

• Oil Price Forecasts, Continuum Economics (RGE) Assessment pp. 67-68 in Sakai, Resources-Supplemental Texts-RGE Assessments -- RGE Outlook-Q3 2020

• Jean-francois Seznec, Politics of Oil Supply: National Oil Companies vs. International Oil Companiesl, Chapter 4 in Handbook of Oil Politics -- on the Sakai site

• Michael Ross, Blood Barrels: Why Oil Wealth Fuels Conflict, Foreign Affairs, May/June 2008

Other Readings

• Barkleys Three Oil Scenarios to 2050, May 7, 2019

• National Intelligence Council: Global trends, 2030, December 2012 Just the executive summary, and Section: Growing Food, Water and Energy Nexus

• Robert Looney, Resource Nationalism, Milken Institute Review, June 18, 2020

• Resource Curse Primer

• OPEC's Strategy to Balance Global Oil Supplies Under Pressure, 2017

• Commission on Energy and Geopolitics, Oil Security:U.S. National Security Policy in an Era of Domestic Oil Abundance 2015, Secureenergy.org, 2015 read pages 6-31 -- will read the rest in the regional sections of the course.

• Amy Jaffe and Edward Morse, OPEC: Can the Cartel Survive another 50 Years? Chapter 2 in Kalicki and Goldwin eds, Energy and Security (Sakai)

• David Victor, The Gas Promise, Chapter 2 in Kalicki and Goldwin eds, Energy and Security (Sakai)

• Michelle Patron and David Goldwyym, Managing Strategic Reserves Chapter 20 in Kalicki and Goldwin eds, Energy and Security (Sakai)

• Jason Bordoff, U.S. Senate Testimony on the SPR, October 6, 2015 -- more recent assessment of the SPR

• Melaine Kenderdine and Ernest Moniz, Technology Development and Energy Security, Chapter 17 in Kalicki and Goldwin eds, Energy and Security (Sakai)

• Laurel Graefe, The Policy Implications of Peak Oil, Chapter 5 in Handbook of Oil Politics -- on the Sakai site

• Hydrogen Fuled Cars, Milken Review, Fall 2015

Papers for Discussion

The Shale Revolution

• CFR, Backgrounder Hydraulic Fracturing (Fracking), June 10, 2015

• Daniel Yergin, "Energy Has Entered 'New Era of Shale' With Big Benefits for Petrochemicals," Hydrocarbon Engineering October 6, 2015

• CRS, An Overview of Unconventional Oil and Natural Gas: Resources and Federal Actions, April 22, 2015

• Robert Kaplan, The Geopolitics of Shale, Stratfor, December 19, 2012

Other Readings

• Carlos Pascual and Evie Zambetakis, The Geopolitics of Energy : From Security to Survival, Chapter 1 in Energy Security: Economics, Politics, Strategies and Implications

• Paul Sullivan, Key Issues Surrounding the Supply of Oil, Chapter 2 in Handbook of Oil Politics -- on the Sakai site

• Amy Jaffe, The Status of World Oil Reserves: Conventional and Unconventijonal Resources in the Future Supply Mix, James Baker Institute, Rice University, October 2011

• Baker Institute, Shale Gas and U.S. National Security, October 2011

Most Important Readings

• O'Sullivan, Chapter 4 (down to: A Historic Set of Reforms)

• Bernell and Simon, Ch 2, 3

• John Duffield, Fuels Paradise, Chapters 3, 4 Policy responses to energy insecurity

  The Economist, Special Report: The Geopolitics of Energy -- America: All Hail the Shale

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• Alan Krupnick, President Trump's Vision of Energy Security, Milken Institute Review February 27, 2017

• Summary US Quadrennial Energy Review, June 16, 2015

• Report on Effects of Climate Change to the Department of Defense

• A National Strategy for Energy Security, The Innovation Revolution, May 2016 -- just glance through

• David Suzuki, Carbon Tax vs Cap-and-Trade

For class discussion -- July 29, 2020 Readings in Sakai, Resources -- supplemental texts -- Financial Times Current Events

Decoding the Dakota Access Pipeline Ruling, Financial Times, July 9, 2020

Ethiopia starts filling Nile mega-dam dispite Egyptian anger, Financial Times, July 15, 2020

The Last Frontier: oil industry scales back exploration, Financial Times, July 21, 2020

Other Readings

• Robert Looney, the USA's Energy and Climate Transition, Chapter 14 in Robert Looney, Handbook of Transitions to Energy and Climate Security -- on Sakai

• Jerry Taylor, A Conservative Carbon Tax, Milken Institute Review, January 19, 2017

• Amy Myres Jaffe, Are Trade Wars Bad for U.S. Energy Dominance? Council on Foreign Relations April 9, 2018

• Robert Looney, The Iranian Oil Bourse: A Threat to Dollar Supremacy? Challenge 2007

• Michael Levi, Energy, Environment and Climate: Framework and Tradeoffs, Chapter 21 in Kalicki and Goldwin eds, Energy and Security (Sakai)

• Leon Fuerth, National Security, Energy, Climate Change: New Paradigm; New Strategy; New Governance, Chapter 22 in Kalicki and Goldwin eds, Energy and Security (Sakai)

• Frank Verrastro and Kevin Book, The Challenge of Politics, Chapter 23 in Kalicki and Goldwin eds, Energy and Security (Sakai)

• David Bernell and Christopher Simon, The Energy Security Dilemma: US Policy and Practice, Chapter 2

• World Energy Council, Balancing the Energy Trilemma, 2015

• World energy Council, World Energy Trilemma, Priority Actions on Climage Change and How to Balance the Trilemma, 2015

• World Energy Council, Energy Trilemma, Tackling Policy Uncertainty (infographic), 2015

• Drew Shindell, Climate Change: Breaking the Stalemate, Milken Institute Review, First Quarter 2013

• CFR, Oil Prices, Low Carbon Energy, And Climate Policy, July 2015

• Gernot Wagner and Martin l. Weitzman, Climate Shock, Milken Institute Review, Second Quarter, 2015

Carbon Taxation

• University of Ottawa, BC's Carbon Tax Shift After Five Years: Results -- An Environmental (and Economic Success Story), July 2013

• BC Government, Carbon Tax Review and Carbon Tax Overview

• Ed Dolan, Why Cosnservatives Should Love a Carbon Tax -- and Why Some of Them Do, EconoMonitor, July 1, 2013

• Ed Dolan, Why Progressives Should Love a carbon Tax -- Althought Not All of Them Do, EconoMonitor, July 8, 2013

• Ed Dolan, Why Libertarians Should Support a Carbon Tax -- Even if They Can't Love It, July 15, 2013

Other Readings

• EIU, Trials and Tribulations: China Experiments With Carbon Trading, 2013

• Stephen Brown and Mine Yucel, The Shale and Tight Oil Boom: U.S. States' Economic Gains and Vulnerabilitiees, Council on Foreign Relations, October 2013

• Drew Shindell, Climate Change: Breaking the Stalemate, Milken Institute Review, First Quarter, 2013

• CSIS, Restoring U.S. Leadership in Nuclear Energy: A National Security Imparative, CSIS, June 2013

• Defense Science Board Task Force, Trends and Implications of Climate Change for National and International Security, October 2011 -- 175 pages

Current Events for Discussion -- in Saki -- Supplemental Readings -- Financial Times current events

• Current Events for Discussion -- in Saki -- Supplemental Readings -- Financial Times current events

• Solar provides fertile ground for 'green' hydrogen chemical plant

• Floating Turbines buoyed by rising demand for clean energy

• How oil majors bought into green energy

• O'Sullivan, Chapter 7

• Bernell and Simon, Chs 4, 5

• Robert Looney, The USA's Energy and Climate Transition: Partial Success Without a Plan, Chapter 14 in Robert Looney ed., Handbook of Transitions to Energy and Climate Security

• Dollar Blues -- Why the pandemic is testing confidence in the in the US currency -- August 1, 2020

• Price of EU Carbon Credits soars to 14-year high --July 13, 2020

• Gas flaring hits highest level in a decade - August 2, 2020

• Parched US Shale Patch Crushes Oil Field Service Providers - August 5, 2020

  US Beging National Security Probe of Electricity Grid Imports, May 5, 2020

• O'Sullivan, Chapters 5 and 6

• Bernell and Simon, Ch 6

• Fuel Autarky will transform US Policy, Oxford Analytica, June 1, 2018

Other Readings

• Economist, New Global Superpowers in Sakai

• Long-term US/China decouplng will hit US energy sales, October 7, 2019

• China's climate policy reaches critical juncture, July 14, 2020

• Pandemic will blunt impact of China's energy reforms, May 4, 2020

• China's Belt and Road revamp will be a slow process, May 3, 2019

• China's climate policy reaches critical juncture, July 14, 2020

• RGE Global Outlook Q3, 2020 -- Section on Asia-Pacific -- in Sakai, Supplemental Readings, RGE Assessments

• RGE Global Scenarios and Heatmap Q3 2020 Update -- in Sakai, Supplemental Readings, RGE Assessments

• O'Sullivan, Chapter 10

• David Steven ed., The New Politics of Strategic Resources, Chapter 2

• The Economist, Special Report: The Geopolitics of Energy -- China: The East is Green

• Theodore Moran, Feeding the Dragon: Is China Trying to Swallow the World's Natural Resources, The Milken Institute Review, Third Quarter

• Robert Looney, China's Belt and Road, The Milken Institute Review, January 3, 2019

• Robert Looney, China's Belt and Road, 2020 -- Sakai -- Supplemental Texts -- Routledge Essays

• Benjamin Smith, Oil and Politics in Southeast Asia, Chapter 16 in Handbook of Oil Politics -- on Sakai

• O'Sullivan, Chapter 11

• Jones and Steven, Chapter 3

• The Economist, Special Report: The Geopolitics of Energy -- Petrostates: When the Sun Sets on Oil

• Robert Looney, Nigeria on the Edge of the Abyss, The Milken Institute Review, Spring Quarter 2015

• Robert Looney, Saudi Arabia: Out of Options? Milken Institute Review, September 15, 2016

• Robert Looney, Iran's Beleagured Economy, Milken Institute Review, September 20, 2017

• Robert Looney, OPEC Circles the Drain, Milken Institute Review, September 25, 2017

Other Readings

• Robert Looney, Mozambique what (else) could go wrong? Milken Institute Review, June 5, 2018

• Jessica Piombo, Oil Rents and Political Power in Africa, Handbook of Oil Politics, Chapter 12 -- in Sakai

• Iran Sanctions a Successful Episode, Peterson Institute, January 2016

• Robert Looney, Can Ghana's Democracy Save it from the Oil Curse, Foreign Policy, May 1, 2014

Most Important Readings

• O'Sullivan, Chapters 8, 9

• Robert Looney, Energy Security in Western Europe (Sakai Supplemental Texts Europa Essays tab)

• Robert Looney, Politics of Energy in the Caspian Sea Region (Sakai Supplemental Texts Europa Essays tab)

• Robert Looney, Russian Economy (Sakai Supplemental Texts Europa Essays tab)

• Europe: Power Struggle in The Economist, The New Power Superpowers (sakai)

• Britain: From Fossil Fuel Importer to Exporter -- and Back, Chapter 5 in Duffield

• France: Nuclear Power and Its Discontents, Chapter 6 in Duffield

• Germany: From Dependence on Persian Gulf Oil to Russian Gas, Chapter 7 in Duffield

• Prioritization in EU Energy Policy: Energy Security First, Then Energy Union, June 11, 2015

• EU Energy Security Strategy -- Recent Developments, The Fuse

• Russia, The EU, and Energy Security, The Fuse, May 2015

• Angel Saz-Carranza, Routes to Energy Security: The Geopolitics of Gas Pipelines Between the EU and its Southeastern Neighbors, Chapter 6 in David Steven, The New Politics of Strategic Resources (Sakai)

• Atlantic Council: What Europe Needs to do to Solve its Energy Security Probem, Atlantic Council, September 15, 2015

• Keith Johnson, Europe Doubles Down on Russian Gas, Foreign Policy, September 11, 2015

• Deutsche Bank, European Energy Union Coming Step by Step, August 13, 2015

• Philip Hanson, Oil and the Russian Economy Chapter 22 in Handbook of Oil Politics -- on Sakai

• Richard Pomfret, Oil and Power in the Caspian Region, Chapter 15 in Handbook of Oil Politics -- on Sakai

Robert Looney Canadian Federal Energy Policy in Transition: A Period of Uncertainty (2020) (Sakai -- Supplemental Texts -- Europa Essays)

• O'Sullivan, Last part Chapter 4 (Starting with a historic set of reforms)

• O'Sullivan, Conclusion

• Jones and Steven, Chapters 4 and 5

• Robert Looney, Canadian Energy Policy (Sakai, Europa tab)

• Robert Looney, Energy Security in the Caribbean and Central America (Sakai - In Robert Looney, Handbook of Energy and Climate Security)

• Duncan Wood, Energy and climate transitions in Mexico (Sakai - In Robert Looney, Handbook of Energy and Climate Security)

• Energy Revolution in the Western Hemisphere, Congressional Testimony, May 14, 2015

• Thomas McLarty, Latin America, Chapter 16 in Kalicki and Goldwin eds, Energy and Security (Sakai)

• Antonio Jorge Ramalho, Brazil's Principled Pragmatism: A Viable Response to the New Geopolitics of Resource Competition? Chapter 4 in David Steven, The New Politics of Strategic Resources (Sakai)

• Latin America's Energy Challenges, World Politics Review March 5, 2013 (Sakai)

• Garrett Hering, Energy Reform: Will Mexico's Newest Revolution Boost Renewables or Just fossil Fuels? Guardian, June 2, 2015

• Adrian Llajous, Mexican Energy Reform, Columbia Center on Global Energy Policy,m 2014

• Energy Reform in Mexico: Next Step for the North American Energy Colossus? Manhattan Institute, 2014

• Oil Prices Fall, Along With Dreams for a Mexican Energy Revival, The Fuse, September 10, 2015

• Energy Reform and Security in Northeastern Mexico, Baker Insitute, May 6, 2014

• Technology Transfer and Energy Reform in Mexico, Baker Institute, April 28, 2015