Ahead of U.S. Secretary of State Rex Tillerson and Homeland Security Secretary John Kelly's visit to Mexico on Thursday, Jason Bordoff, Director of the Center on Global Energy Policy, and Sam Walsh, former Deputy General Counsel at the U.S. Department of Energy, write in a new commentary from the Center on Global Energy Policy about the implications of a trade conflict between the United States and Mexico on the regulatory environment for natural gas trade. The authors explain that NAFTA is central to the issue, outlining possible scenarios to the future of natural gas trade should the agreement dissolve altogether or be re-negotiated.
In a new commentary, researchers Richard Nephew, Dr. Tim Boersma, and Dr. Tatiana Mitrova assess and analyze the potential impact of new legislation (known as S.94) that would impose statutory sanctions against Russia with respect to its cyber activities, potential responses to its adoption by Russia and the broader market, as well as the likelihood of its passage in Congress. The commentary looks potential responses to its adoption by Russia and the broader market, as well as the likelihood of its passage in Congress.
Following a Global Energy Dialogue on the Niger Delta in October 2016 which brought together more than thirty senior international experts, Matthew Page, an expert on Nigeria who recently left the U.S. State Department, authored a policy memorandum which outlines current challenges and opportunities for the Nigeria petroleum sector as well as recommendations to both public and private actors as a first step to resolving some of the issues which have plagued the sector.
The explosion of US shale has brought expectations of great change for US LNG trade, increasing the volume of flexible cargoes available to markets traditionally dominated by long-term contracts between buyers and sellers. However, new supplies from the United States, combined with new production from Australia and elsewhere, have set the LNG market up for a glut that threatens to depress prices. In a new report by the Center on Global Energy Policy, the authors assess the factors influencing the competitiveness of US LNG around the globe, whether capacity will be curtailed in the near to medium term for economic reasons and how competitiveness of US LNG may evolve in the medium term.
In a new commentary Jason Bordoff and Richard Nephew examine what reimposing sanctions on Iran would mean for oil markets. They first assess the likelihood that sanctions reimposition would pull large volumes of Iranian oil off the market and then what impact that would have on oil markets and how the possibility of reimposition affects Iran’s negotiating posture within OPEC.