Tag Archives: Business and Economy

A new syllabus: The USA & the global oil system: The formation of American energy policy

global_barrel_graphic_twodDuring Spring 2014, I’m teaching a post-graduate seminar in Berlin  on the USA and  the global market-centered oil system (a.k.a.”The Global Barrel”)–the syllabus sketch is below here.

While I’ve often taught seminars on “the Geopolitics of Global Oil,” the JFK Institute at Berlin’s Freie Universität had a special request: they would like their students to learn “how these policies are decided in the USA.”

For an American energy “expert”, the how of the USA’s policy-decision process is fairly familiar. However, not only for German students, but also for most US citizens, this process–whose outcome has such a profound impact on the entire world– indeed seems at best rather opaque, and, at worst, like an unseemly, vested-interest-driven and hopelessly partisan process. Continue reading

China y América Latina: ¿Quién gana y quién pierde? – Petroguía 2014 (Spanish)

Inversiones energéticos de  China en Latino américa.  Nota que Venezuela está en tercer lugar, en contra de las intenciones iniciales de Beijing en 2007-08.

Inversiones energéticos de China en Latino américa. Nota que Venezuela está en cuatro lugar, en contra de las intenciones iniciales de Beijíng en 2007-08. HAZ CLICK para magnificar. (Grafico por T.O’D.)

[English readers: This post is an analysis I did in Spanish for Petroguía 2014 – the annual hard-copy guide for the LatAm petroleum sector – of China’s oil and gas investments in LatAm and the Carribean.  For Beijing’s other investments, or a presentation, etc. drop me a line. ]

NOTA: La siguiente es mi análisis publicado en Petroguía 2014, la guía anual para el sector petrolífero latinoamericano.  Soy agradecido a los directores del Petroguía por haberme permitido publicar el artículo aquí.  El artículo es una resumen de una investigación que hizo sobre todas las inversiones de China en Latino américa. Si tienen interés en una reportaje o presentación detallada, por favor contactarme.

China y América Latina: ¿Quién gana y quién pierde?

Sumario. El mercado de hidrocarburos ya no está en el norte de América sino hacia el este,  y la mejor estrategia de intercambio con esa plaza la lleva Brasil, mientras que Venezuela y Argentina están a la zaga.

Por Thomas W. O’Donnell

El petróleo y el gas que exportará América Latina en las décadas venideras irán mayormente a China y otras partes de Asia. Y eso es por el efecto combinado de menores necesidades de energía importada en Estados Unidos, gracias a la utilización de los nuevos métodos de fractura hidráulica (fracking) que produce cada vez más petróleo liviano, y por el tope que ha alcanzado su demanda doméstica. Continue reading

Competing with China in Latin America: Is Germany losing its high-tech advantage?

Wilfredo R. Rodriguez H., CC BYAn article I wrote for the IP Journal of the German Council on Foreign Relations is online today. It examines data on China, the EU and Germany’s trade with Latin America and the Caribbean, including in energy. Here’s a quote from near the end:

…  China’s exports to Latin America in the low-, medium-, and  high-tech categories were below those of Germany and the EU in 2003; but in 2012 [China’s exports] exceeded the combined totals of the EU15 in the medium-tech and even in the high-tech categories. The only place the EU15 surpasses China is, rather oddly, in the low-tech manufactured goods …

-> READ THE ARTICLE at GCFP’s IP Journal or Research Gate.

“Tough Policy Choices Await Chavez Successor”- My viewpoint in Petroleum Intelligence Weekly

Below is a “Special Reprint of Petroleum Intelligence Weekly for The Global Barrel”–I was quoted in three EIG articles last week.

A special thanks to James Bourne, Energy Intelligence’s Senior Editor for Latin America. James is moving on to new challenges in Singapore   His frequent calls with probing questions and insightful analysis of Venezuela and Latin America will be sorely missed here!!  Una buena despidida – mucho éxito en todo! 

tough_choices_after_chavez_energy_intell_11Mar13

Cracks in OPEC – Political-Economic basis for two factions with two different geopolitical roles

Northampton, MA (Area of “the five colleges,”  UMass Amhers, etc.)

On Thursday, the lead headline story in the WSJ asserted “New Cracks in Oil Cartel: OPEC Fails to Agree on Production Boost Amid Rising Saudi-Iran Tensions.”  The “cracks” may have widened at this meeting, but they are hardly “new.”  Continue reading