Energy Policy

Soft infrastructure development in Central Asia 2020

October 30, 2019

The resource-rich and geographically strategic region of Central Asia is continuing to evolve. Once isolated and impoverished, the Central Asian republics have broken free from their Soviet legacies to pursue new economic development strategies. Growing populations, rising energy demand, rapid urbanization, and increasing productivity necessitate the build-out of “hard infrastructure”: transportation, telecommunications, and energy networks. Policymakers in Central Asia therefore need to prioritize the “soft infrastructure” policies, governance, taxes, laws and regulations, to support the construction of these critical projects.

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A Breakthrough In American Energy Dominance? U.S. Navy Patents Compact Fusion Reactor

October 30, 2019

President Donald Trump’s energy dominance narrative – fueled by the prolific production of oil and gas from America’s Shale Gale – recently got a boost from the United States Navy. The US Naval Air Warfare Center Aircraft Division filed a patent for a compact fusion reactor (CFR) last month, one that claims to improve upon the shortcomings of the Lockheed Martin Skunkworks CFR that uses similar “plasma confinement” technology.

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THE STRATEGIC VACUUM TRUMP CREATED IN SYRIA WILL GROW TO HAUNT AMERICAN INTERESTS FOR A GENERATION

October 21, 2019

The retreat of a small U.S. military contingent in Northern Syria ordered by President Donald Trump, and the perceived abandonment of America's Kurdish Marxist YPG allies, who spilled blood fighting ISIS and Al Qaeda, reverberates beyond the Middle East.

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CITGO Key To Trump’s Venezuela Strategy

October 8, 2019

At last month’s United Nations General Assembly, the Lima Group, the U.S.-led coalition of 14 countries in the Americas seeking a solution to the Venezuela crisis, and the International Contact Group, reaffirmed its commitment to democracy and the rule of law.

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China's Giant $400 Billion Iran Investment Complicates U.S. Options

September 19, 2019

Secretary of State Mike Pompeo called violent attacks on Saudi oil infrastructure in Abqaiq and Khurais “an act of war,” as evidence suggests that Iran is the culprit. This marks the most dangerous escalation between the U.S. and Iran since the seizure of the American embassy in Tehran. However, this confrontation has major implications for the growing U.S. – China strategic rivalry.

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A Surgical Strike Is Needed To Curb Iran: Ariel Cohen (Radio)

September 18, 2019

Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, on the escalation with Iran, and impact to energy markets. Hosted by Lisa Abramowicz and Paul Sweeney.

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Dr. Ariel Cohen discusses the Abqaiq-Khurais attacks and oil price volatility

September 18, 2019

Dr. Ariel Cohen discusses the Abqaiq-Khurais attacks and oil price volatility

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Why The Brazen Attack On Saudi Oil Could Force The U.S. To Act

September 18, 2019

Just days after Iran hawk National Security Advisor John Bolton departed the White House, an unprecedented attack on the Saudi oil facility in Abqaiq and the Khurais oil field took place. Abqaiq is the heart of the Saudi oil system, and while the fire is extinguished, the repairs may take weeks.

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Elizabeth Warren's Green New Deal Scheme Won't Work

September 9, 2019

Senator Elizabeth Warren (D-MA) needs a new energy advisor. Late last week the Democratic presidential hopeful tweeted her plan to impose a nationwide ban on hydraulic fracturing and a suspension of all new fossil fuel drilling leases for offshore and public lands. She wants to ax the most promising American energy sectors on her first day in the Oval Office. The proposal may come from a place of valid concern for the Earth’s climate, but it also demonstrates a dangerous ignorance of global energy security and the U.S. economy. The harebrained scheme raises questions about Professor Warren’s fitness to serve as President.

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Trump Loosens Methane Standards In A Win For Oil & Gas Industry

September 4, 2019

As the Amazon rainforest burns, and an unprecedented category 5hurricane devastates the Bahamas and barrels towards Florida, the Trump White House is making it easier for U.S. companies to release heat-trapping gases into the atmosphere – for reasons which are hard to comprehend.

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Trump's China Trade War Hammering Oil Markets

August 6, 2019

As markets slide precipitously due to President Donald Trump’s salvo against China, Iran’s latest seizure of an Iraqi tanker in the Persian Gulf –the third such act in recent weeks – wasn’t enough to reverse the oil price free fall. Due to the dire prognoses of the future global economic slowdown, it appears that the only thing capable of rattling oil markets these days is the U.S. - China trade war.

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Corporate Investment In Solar Energy Surges

July 29, 2019

America’s top corporations are pouring investments into solar energy – led by Apple and Amazon— according to a newly released report by the Solar Energy Industries Association (SEIA).

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The EIA's July Energy Report In Pictures

July 24, 2019

With Iran stirring up trouble in the world’s most important waterway for seaborne oil trade, now might be a good time to take a look at the energy profile of the largest oil consumer in the world – The United States of America.

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Oil Prices Cool As Tensions In The Persian Gulf Heat Up

July 19, 2019

A dangerous escalation is unfolding in the Strait of Hormuz, with Iran and the United States exchanging fire and taking steps that could lead to a potential military clash. Mere hours after the seizure of an unidentified oil tanker and her 12 crew by Iran’s Republican Guard Corps (IRGC) Thursday, an Iranian drone was reportedly downed by a U.S. amphibious assault ship in the Strait just a few kilometers away. The ‘defensive action’ taken by the USS Boxer comes almost one month after Iran shot down a US drone over the Strait. The U.S. may have used a new direct energy weapon fired via 'anti-drone buggy' to disable the drone, a BBC embedded journalist reported from the U.S. naval vessel.

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Preventing U.S. - China Escalation Over Iranian Oi

July 17, 2019

The U.S.-China trade war is escalating.  With Tuesday’s threat by President Donald J. Trump to impose additional sanctions on Beijing and recent aggressive exercises by the People’s Liberation Army Navy (PLAN) in the Taiwan Strait (following U.S. arms sales to Taiwan), it is easy to see how the economic quarrel between the U.S. and China could turn into a military one. But that’s not all.

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What Will Our 2040 Energy Future Look Like?

July 2, 2019

The global energy landscape is changing, and fast. But how rapidly and to what extent is still up for debate. Answers to these critical questions translate to hundreds of billions of dollars in investment decisions, city planning programs, and environmental costs. Beyond profits, millions of livelihoods are at stake.

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Ukraine's Most Important Battle Is For Energy Independence

June 30, 2019

Ukraine has an energy security problem the size of the Dnipro river. This is despite boasting the third largest hydrocarbon endowment in Europe (after Russia and Norway) and a rapidly growing renewables sector. It also has an impressive, albeit aging, Soviet-era nuclear reactor fleet, and enough power generation capacity to be a net exporter of electricity in 2018. Yet the country is still unable to wrest energy-self sufficiency from Russia's iron grip. Until it does, it will not be able to enjoy true economic and political independence.

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Expert: U.S. weak response for Vitol's violation could send message to other oil companies

February 14, 2019

Baku. 13 February. REPORT.AZ/ "Should the U.S. government issue a weak response for the violation by Vitol, it could send a message to other oil companies that violating sanctions for the sake of profit is worth the risk," Ariel Cohen, PhD, Senior fellow, the Atlantic Council and founding principal, International market analysis LTD, said.

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As Global Markets Cool, Investors Find Warmth In Central Asia's Infrastructure

December 17, 2018

The long-anticipated global market correction may now be upon us. Worldwide stocks extend their losses over the weekend, leaving little room for optimism of a macroeconomic rebound. Chinese goods-exports growth slowed to 5.4% year-over-year in November, down from 15.6% in October.  S&P futures are now down 10% on the year and the Dow Jones is still 2,400 points below its October high.

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Kazatomprom IPO With Astana International Financial Center (AIX) Shows Global Appetite For Uranium

November 29, 2018

Some say nuclear energy is the stepdaughter of the energy industry. Many investors beg to differ. On November 14, Kazatomprom (KAP), the state-owned uranium production company of Kazakhstan made history by becoming the first initial public offering of a large Kazakh company in more than a decade.

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Charging Up: Battery Storage Investments To Reach $620 Billion By 2040

November 22, 2018

The market for energy storage is rapidly gaining momentum around the world. The growing cost-competitiveness of carbon-free energy sources, coupled with improving technology and more environmentally conscious government policies are driving a demand boom for batteries in both the transportation and utility power sectors. But just how big is this boom expected to be?

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Oil Markets Yawn As Iran Sanctions Come Into Effect

November 22, 2018

A U.S. economic sledgehammer is falling on the Islamic Republic of Iran and global energy markets couldn’t care less – at least for now. Brent crude oil futures are up a meager $0.62 from their $72.61 open – bringing the benchmark to $73.23 just 12 hours into the first official day of renewed sanctions. Brent’s American cousin, West Texas Intermediate (WTI), is trading up $0.56 to $63.70 a barrel on the New York Mercantile Exchange.

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Ariel Cohen: $100 million will not change Armenia's lagging behind Azerbaijan in terms of arsenal

October 23, 2018

Few days earlier, the Armenian side has approved the deal with Russia on weapons supply to Armenia through a $200 million deal. The Armenian government approved the first $ 100 million loan package, which will be extended to Armenia for 20 years.Some experts viewed it as another provocation by Yerevan ahead of the peace talks, while others argued that the deal hardly gives Armenia more power than those of Azerbaijan.

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Russia's Nord Stream II Pipeline Is Ukraine's Worst Nightmare

October 23, 2018

Ukraine is Russia’s gateway into European gas markets. Of the 193 billion cubic meters (bcm) Russia’s state-owned Gazprom pumped westward in 2017 – nearly 40 percent of Europe’s total supply – 93 bcm transited via Ukraine. Moscow, however, wants to change that, diminishing Ukraine’s transit role. Kyiv, on the other hand, hopes to maintain the current arrangement, as transit revenues contribute some USD 2-3 billion annually.

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When Fear Trumps Markets: Is The $100/bbl Oil Inevitable?

October 16, 2018

Is $100 a barrel (bbl) inevitable? Brent crude is now trading at $82/bbl, a four-year high, and most analysts believe it won’t stop there. The geopolitical and global financial climate is certainly hospitable to rising oil prices: Saudi Arabia's Jamal Khashoggi crisis, the specter of Iran sanctions, turmoil in heavy oil-producing states like Venezuela and Libya, and strong economic growth in China and India are driving a 1.5 million barrel per day (b/d) rise in global oil demand.

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