Energy Realpolitik

Amy Myers Jaffe delves into the underlying forces shaping global energy.

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Saudi Arabia' oil minister and chairman of Saudi Aramco Khalid A. Al-Falih arrives as Crown Prince Mohammad bin Salman meets Britain's Prime Minister Theresa May in Downing Street in London, March 7, 2018. (REUTERS/Simon Dawson)

IPO Politics and the Saudi U.S. Visit

This post is co-written by Jareer Elass, an energy analyst who has covered the Gulf and OPEC for 25 years. He is a regular contributor to the Arab Weekly. Read More

March 13, 2018

Energy and Climate Policy
Why Fuel Economy Standards Matter to U.S. Energy Dominance

During last week’s international energy industry gathering in Houston, CERA Week, U.S. Secretary of Energy Rick Perry introduced a new buzzword for the Trump administration’s energy policy: “energy realism.” 

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March 5, 2018

Energy and Climate Policy
OPEC’s Venezuela Dilemma and U.S. Energy Policy

As senior officials from the Organization of Petroleum Exporting Countries (OPEC) gather in Houston for the international industry gathering CERA Week, they will be listening carefully to speeches by the CEOs of the largest U.S. independent oil companies about the prospects for the rise in U.S. production in 2018 and 2019. Likely, they won’t like what they hear. U.S. industry leaders are saying U.S. shale production could add another one million barrels per day (b/d) or more on top of already substantial increases, if oil prices remain stable.

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February 22, 2018

China’s Coming Challenge to the U.S. Petro-Economy

U.S. oil production is set to surpass its all-time record monthly high (first set in 1970), and U.S. liquefied natural gas exports are roaring ahead, with 800 billion cubic feet already shipped since 2016. The U.S. Energy Information Administration is expecting the United States to become a net exporter of natural gas soon. This all bodes well for the Donald J. Trump administration’s aspiration for America to “dominate” global oil and gas markets and will improve the U.S. trade balance.

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