- My IP JOURNAL article | EU’s “Stress Test” of a Russian gas cutoff: Official optimism? November 22, 2014
- “Venezuela: Petroleum, Politics & Economics in the Post-Chavez Era”–My Columbia U. talk, with Luiz Pinto, 9 October October 2, 2014
- “Oil & the US-Iran Crisis” – My talk at American University, Washington DC: September 30, 2014
- Estoy citado en “Dinero”: La caída en la acción de Ecopetrol de Colombia no se debe únicamente a los ataques guerrilleros September 13, 2014
- My IP Journal latest: “A firm US-EU partnership on Iran came at great cost, and made a deal possible” August 14, 2014
- I’m quoted in WSJ: Why sell Citgo? Cash for Ramirez’ PDVSA-recovery projects August 5, 2014
- My talk on Iran, NYC | After an Iran-USA deal: A Mideast without democracy, run by Iran & Saudi Arabia? May 31, 2014
- USA Oil Seminar 5.0 | USA as Rising Energy Superpower? May 15, 2014
- My IP Journal article | Addressing Europe’s Energy Dependence on Russia: Gas globalization? May 6, 2014
- USA Oil 3.0 | US energy experts on Europe, Russia & Ukraine April 29, 2014
- My AQ piece: Maduro’s Conundrum as UNASUR Starts Venezuelan Peace Talks April 12, 2014
- Venezuelan state’s economic response to protests: Rationing plus Chinese and Russian loans to float a liberal dollar market March 16, 2014
- My DGAP article | Energiewende vs. USA Shale Gas: Can German industry compete? January 22, 2014
- A new syllabus: The USA & the global oil system: The formation of American energy policy January 14, 2014
- Petrobras of Brazil v. Pdvsa of Venezuela – Reply to press interns in Sao Paulo December 1, 2013
- China y América Latina: ¿Quién gana y quién pierde? – Petroguía 2014 (Spanish) November 27, 2013
- For Obama, an Iran deal trumped Syrian aid: USA “core interests” are in “flow of energy” November 16, 2013
- Beijing ups Venezuelan oil investments, but refuses Chavista leaders’ plea for a cash bailout October 10, 2013
- DW in Spanish || Obama y Rouhani: ¿Llegarán a un acuerdo nuclear/petrolífero? October 3, 2013
- AQ Follow-up | Caracas & Maracaibo: Venezuela’s Private Sector Anxious to Invest if PDVSA Builds Confidence September 17, 2013
- My AS/COA piece: PDVSA Post-Chavez: Will Partnerships with the Private Sector and Chinese Experts Boost PDVSA Oil Production? August 29, 2013
- Competing with China in Latin America: Is Germany losing its high-tech advantage? August 20, 2013
- Can Obama & Rouhani End Iranian Nukes+Oil Crisis? – My Beijing press interviews in “Sanlian Lifeweek” August 8, 2013
- My talk: JFK Institute, Berlin: How “The Global Barrel” shapes Washington-EU relations June 8, 2013
- Why is Chinese production in Iraq booming, and in Venezuela lagging? June 4, 2013
- En Espanol: Venezuela’s “Tal Cual” on my al-Naimi post May 16, 2013
- Listening to Saudi Oil Minister Al Naimi at CISIS in Washington: Bad news for Venezuela & Iran? May 8, 2013
- NYC Lecture: THE LEGACY OF HUGO CHAVEZ: Is ‘Oil-Socialism’ a Sustainable Alternative Development? April 24, 2013
- “Tough Policy Choices Await Chavez Successor”- My viewpoint in Petroleum Intelligence Weekly March 16, 2013
- Did Iran release Abu Ghaith to show the USA its good faith in February nuclear negotiations? March 15, 2013
- Chavez’ Legacy for Venezuela’s poor & institutions: Watch my German TV News Interview March 9, 2013
- PDVSA Future Uncertain After Chavez – My views in “Platts” today March 8, 2013
- Hugo Chavez’ Death | I’ll be on Deutsche Welle news, live in Berlin March 6, 2013
- As Chavez’ oil alliance with China gets serious, Beijing holds PDVSA to its word February 18, 2013
- Succession Crisis #2: Chavez’ non-inauguration: Why violate the “Chavez Constitution”? January 9, 2013
- Venezuelan Succession Crisis? 1: Two men Chavez wants to succeed him December 14, 2012
- Problems of the Global Oil System: Why teach about oil? September 16, 2012
- Amuay refinery disaster: Syrian naphtha & Chavez’ “petroleum revolution” in flames August 30, 2012
- I’m cited: “(BN) Chavez Buys Enemy U.S.’s Fuel While Lauding Iran” July 11, 2012
- Venezuelan Faja Surprise: USA’s Harvest sells not to China but Indonesia June 23, 2012
- Iranian National Oil Company & PDVSA Respond to My Exposé?! June 14, 2012
- My Iran-in-Venezuelan-Oil Study: Summarized in “Tal Cual” today in Caracas; in Spanish May 21, 2012
- Bolivarian Venezuela’s Oil Policy & Iran: A Failed Energy Alliance May 18, 2012
- Oil Prices: Saudi Pumping Surge & US-EU Iran Strategy March 24, 2012
- PDVSA ships fuel to Syrian regime: Chavez risks sanctions? February 20, 2012
- China’s Iran-Oil Import Angst – Part II: 2012 Following 2010 Script February 15, 2012
- China’s Iran-Oil Import Angst. Part I: U.S.-Saudi Cooperation February 13, 2012
- With a USA-dependent oil sector, Chavez can’t help Ahmadinejad January 18, 2012
- A Santos-Chavez Pipeline: Where’s the demand for Latin America’s oil boom? December 17, 2011
- Part IV: Another $6.5b in loans: The frustrated Beijing-Caracas courtship December 9, 2011
Category Archives: Persian Gulf
My IP Journal latest: “A firm US-EU partnership on Iran came at great cost, and made a deal possible”
My latest at the IP Journal of the German Council on Foreign Relations (DGAP): US-EU Cooperate on Iranian Nonproliferation: Agreement positions Tehran as regional leader — IP Journal 14/08/2014
Although negotiators failed to reach agreement on Iran’s nuclear program by the late-July deadline set last November, as Iran’s Foreign Minister Mohammad Javad Zarif put it: “We have made enough headway to be able to tell our political bosses that this is a process worth continuing. … I am sure Secretary Kerry will make the same recommendation.” Indeed, Washington, Brussels, and Tehran readily agreed on a four-month extension.
This represents a sea change in tone from the period prior to November 2013, Continue reading
My talk on Iran, NYC | After an Iran-USA deal: A Mideast without democracy, run by Iran & Saudi Arabia?
Appreciation: I am honored to again be invited by my Iranian colleagues in New York, Professors Reza Ghorashi, Hamidah Zangeneh and Hamid Sedghi, to join this panel and discuss the geopolitics of US-Iranian relations. And, my thanks to Prof. Sedghi for reading my paper as I am teaching in Berlin and cannot be with you today. I only ask that those who dislike my message, kindly refrain from shooting the messenger.
The US-Iran nuclear confrontation finally appears close to resolution. This is because both Presidents Obama and Rouhani desire a diplomatic solution, and both countries need to move on. With such an agreement, it is possible that relations will slowly become normalized.
Of particular note—as a direct consequence—are the recent secret negotiations between Iran and Saudi Arabia towards a rapprochement. These were initially facilitated by Oman (e.g. see reports here, here, and here). Until very recently the Saudis had remained fiercely opposed to any US deal with Iran. However, the Saudi’s are realists, and know when it is time to adapt. Figure 1. is a photo of kisses exchanged on 22 April between ex-President Rafsanjani of Iran and King Abdullah’s ambassador to Iran, which caused quite a stir in the region. Agreements reached in these recently revealed negotiations have already significantly affected the presidential-succession crisis in Lebanon, sectarian conflicts in Iraq, and the conflict in Yemen. Next the two sides are expected to negotiate regarding their interests in the Syrian conflict.
In addition, the nature of the US-Saudi relationship is changing, transferring much more responsibility on the Kingdom and its Gulf partners for their own defense–albeit strongly supported with US weapons and logistics. This is part of the US disengagement from direct regional interventions, which will be significantly furthered by a successful US-Iran agreement (e.g., see here and here, and this report on Saudi defense buildup from Balfour at Harvard).
How are these new developments to be understood? Continue reading
Note: These “USA Oil Seminar” posts are extra readings for my students to better understand how US energy policy is developed and to hear the views of US experts. The seminar is: “The Global Oil System & US Policy” at JFK Institute of FU-Berlin.
- This Friday, watch live (or the recording later on): Is the U.S. a Rising Energy Superpower? Implications for Global Markets and Asia, the Middle East, Russia, and Europe. CSIS upcoming talk by Fereidun Fesharaki. FRIDAY, MAY 16, 2014 | 10:00 AM – 11:30 AM . Moderated by David Pumphrey.
- Read the paper: Fueling a New Order? The New Geopolitical and Security Consequences of Energy |April 15, 2014. By: Bruce Jones, David Steven and Emily O’Brien. Brookings Institute; Washington, DC.
BACKGROUND: This week, the class reading assignments are a couple conference papers I wrote a few years ago on the history and structure of today’s global oil system, and how it grew to replace the neo-colonial oil system. Continue reading
Note: I’m teaching a post-graduate course “The Global Oil System & US Policy” at JFK Institute of Freie U. in Berlin. In order to give students a feel for how US energy policy is developed–and to see the views of important US actors–I’m sending them frequent e-mails with supplemental readings and videos from US think tanks, US government offices and from the US media on energy topics.
These are not my own in-depth analysis like I usually post on GlobalBarrel.com. However I think they are worthwhile sharing with especially non-USA followers of my blog. I’ll title these posts “USA OIL” plus a number to label them). I hope these are useful. Here’s today’s ‘optional material’ I sent to my students:
How is US energy policy developed? You might find this video of interest.
Some background: The CSIS (Center for Study of International Security) is a non-partisan (i.e., not Democratic or Republican) think tank in Washington, DC. It performs an important role in US foreign policy. Continue reading
In September, President Obama came under withering criticism in Washington for not punishing Assad after crossing his “red line” on chemical weapons. By October, even Riyadh had joined those in the State Department, the White House and Congress who, according to US press reports, saw Mr. Obama as “aloof” and “indecisive” on Syria.
While Mr. Obama’s refusal to arm the more democratic and secular rebel forces has indeed permitted Assad to retrench–increasing the humanitarian disaster as well as the ability of jihadi forces to insinuate themselves into the conflict– nonetheless, imagining this is due to presidential indecision ignores the realpolitik driving his policy.
Why Has Obama Not Forcefully Supported Syrian Rebels? The Iran Factor
Consider first: What if forceful US action in Syria had scuttled any talks with Iran, or, for that matter, if the present negotiations in Geneva between the P5+1 and Iran end up in failure? Continue reading
[Note: This post on the Iran crisis is in Spanish, consisting of my written answers to the host of “Agenda” on the Deutsche Welle network–the German international TV service.]
Hoy mi blog es en Español. Trata de la crisis nuclear entre Iran y los EEUU. Aquí abajo están mis respuestas que escribí a las preguntas del entrevistador de el programa ‘Agenda’ en Deutsche Welle, la red internacional de televisión de Alemania (con algo explicaciones adicionales).
Pregunta: Irán quiere poner en marcha las negociaciones con grandes potencias por el tema nuclear, porque creé usted que lo hace ahora? En qué términos?
Repuesta: Pues, permítame explicarle las razones por las cuales ambos lados ahora quieren reiniciar negociaciones:
(a) Para el gobierno de los EEUU Continue reading