Podcast appearances and mentions of Ellen R Wald

On this episode of the Energy Security Cubed Podcast, we feature the audio from a panel focusing on the outlook for energy policy in the United States following the election of Donald Trump and how these could impact Canada. // Guest Bio: - Kasha Piquette is a former Deputy Minister of Environment and Protected Areas, as well as former Associate Deputy Minister of the Sustainability, Emissions Reductions and Innovation Secretariat Executive Council at the Government of Alberta - CGAI Fellow Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, and a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy - CGAI Fellow Ellen Wald President of Transversal Consulting, and Co-Founder of Washington Ivy Advisors and a Senior Fellow at the Atlantic Council's Global Energy Center - CGAI Fellow Eric Miller is President of Rideau Potomac Strategy Group, a consultancy that advises private and public sector clients on trade, energy, and business matters // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute // Book Recommendations: - "Elon Musk" by Walter Isaacson: https://www.simonandschuster.com/books/Elon-Musk/Walter-Isaacson/9781982181284 - "The War Below: Lithium, Copper, and the Global Battle to Power Our Lives" by Ernest Scheyder: https://www.simonandschuster.ca/books/The-War-Below/Ernest-Scheyder/9781668011805 - "The Familiar", by Laigh Bardugo: https://static.macmillan.com/static/fib/the-familiar/ - "The Good Allies: How Canada and the United States Fought Together to Defeat Fascism during the Second World War", by Tim Cook: https://www.penguinrandomhouse.ca/books/738542/the-good-allies-by-tim-cook/9780735248205 - "All the Beauty in the World", by Patrick Bringley: https://www.simonandschuster.com/books/All-the-Beauty-in-the-World/Patrick-Bringley/9781982163310 - "The Duel: Diefenbaker, Pearson and the Making of Modern Canada", by John Ibbitson: https://www.penguinrandomhouse.ca/books/711008/the-duel-by-john-ibbitson/9780771003264 - "Play Nice: The Rise, Fall, and Future of Blizzard Entertainment", by Jason Schreier: https://www.amazon.ca/Play-Nice-Future-Blizzard-Entertainment/dp/1538725428 - "Saudi, Inc.", by Ellen R Wald: https://www.simonandschuster.ca/books/Saudi-Inc/Ellen-R-Wald/9781643132259 // Interview recording Date: November 13, 2024 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

A country which is heavily import dependent for its crude oil supply to meets demand should have such aspirations, is it logical? In the latest episode of the EnergOnomics podcast, businessline's Richa Mishra speaks with Ellen R. Wald, President of Transversal Consulting, on India's goal to establish itself as a global refinery hub.  Drawing parallels with China's refinery strategy, Ellen emphasises the critical need for investment, and a customer base for such ventures.  Despite India relying heavily on crude oil imports, Ellen suggests that its economic structure has advantages over China's state-run model, potentially offering more profit for independent refiners.  India's closeness to energy-demanding regions like Pakistan, Bangladesh, and Africa, along with the recent shift in European oil procurement away from Russia, provides a big market opportunity for Indian refined products.  Diplomacy plays a key role in the energy market. Ellen shares instances where strategic partnerships between governments and businesses have led to positive outcomes for both sides.  Listen in! 

How do the geopolitical tensions and inflation impact energy prices and the overall markets? Shana Orczyk Sissel and Ellen R. Wald join Nicole Petallides to weigh in. They also discuss their experiences as women in the financial industry. Tune in for the full discussion.

Ellen R. Wald, Ph.D.2:21 PM (0 minutes ago)to me, EllenCrazy' Bets on $200 Oil Invade the Options Markethttps://www.wsj.com/articles/crazy-bets-on-200-oil-invade-the-options-market-11634463002- Will WTI go over $100 per barrel- Options don't mean that traders actually think that oil will go to that high but the best indicate directional movesEnergy Crisis Prompts Asia to Turn to USA for Oilhttps://www.rigzone.com/news/wire/energy_crisis_prompts_asia_to_turn_to_usa_for_oil-18-oct-2021-166745-article- Asian buyers are buying more US sour crude cargoes for delivery in November and December- Mostly because WTI is trading at a $3 discount to BrentWill $80 Oil Open Shale's Spigots?https://www.energyintel.com/0000017c-85a2-d141-a17c-a5fad5170000- What if US rig count suddenly increases? Will that change OPEC's calculus?- If Permian increases, U.S. natural gas production will increase too.Coast guard: California oil pipeline may have been dragged by cargo shiphttps://news.yahoo.com/coast-guard-california-oil-pipeline-191111477.html- Is there anything that can't be blamed on container ships and the global supply chain?https://thehill.com/opinion/energy-environment/576600-how-utilities-could-offset-the-coming-winters-record-high-energy?rl=1Dr. Dean Foreman from API Energy- highest gasoline prices since 2014!- highest natural gas prices since 2008!- domestic markets are relatively well supplied but Europe and Asian markets are short- D-E-I indicator: tracks roughly with the year on year change in industrial production. Still positive, signalling that the broader economy in US should continue to grow though there were some manufacturing indicators in U.S. that indicate industry beginning to slow.- Will energy prices start to weigh on economic growth? Not seeing this in the D-E-I indicator but there are some concerns over this, especially with Fed policy.- Oil prices have risen but there's no shortage. With gas, there is a shortage in Europe and Asia. Spot cargoes going for many times the average.- Some drilling response in U.S. Adding 7-10 rigs/week. Drilling picking up in lag. Is that enough to meet EIA predictions? According to EIA, US needs to add 1.8 million bpd to hit $60-$70 per barrel. - Cost escalation in oil industry is significant. That is going to make break-even prices increase a lot. Supply chain issues, tariffs on steel and other materials, labor shortages.- Hard to catch up to lack of investment. In Q2 only saw about $37 billion in investment. Compare to $68 billion at same point in 2019. Only half of what we saw during Great Recession adjusted for inflation. Capital projects down $110 billion year on year.- If you pile on policy from Biden admin saying that they want half of all US electricity to come from solar by 2030 how do you get funding for a multibillion dollar natural gas drilling project in Pennsylvania approved?- Highest for the month of September of NGL production! Economic decision to take NGLs out of natural gas. - Illinois has the second lowest stores on record as of last EIA report. - US has pretty much maximized output of LNG for the terminals we have. - 20.6 million bpd of petroleum demand in US - record high for September.- Refined products exports lowest since May 2020: why? Some issues due to Hurricane Ida but also US trending to become net petroleum importer as opposed to exporter. Broader trend over last 6-7 months is that US is back to net importer.

Domestic abuse increases following football games – and this increase is driven by alcohol-related abuse, a new study from the London School of Economics and Political Science finds. The research from the LSE's Centre for Economic Performance (CEP) reveals that the increase in domestic abuse occurs when football games are scheduled at midday or in the afternoon. There is no increase in domestic abuse when games kick-off after 7pm. The Legend talks to Dr. Ria Ivandic about the study's findings.  Read the full paper here VOTE FOR THE POD BOYZ!  Listen to The Legend talk to Dr. Ellen R. Wald about MBS and the Newcastle takeover. 

Join Kara McKinney as she sits down with Ben Sisney, Ellen R. Wald Ph.D., Joy Pullmann, Allen West, and Matthew Brodsky to talk about the issues of the day

Dr. Ellen R. Wald, a senior fellow with the Atlantic Council Global Energy Center and the president of Transversal Consulting, joins the show to discuss the immense importance of affordable plastics, provided by fossil fuel production, in the roll-out of the various Coronavirus vaccines and what the COVID situation means for the global oil markets moving forward. Links: • Listen to the Energy Week podcast: https://www.energyweekpodcast.com/ • Follow Dr. Wald on Twitter: https://twitter.com/EnergzdEconomy?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor • More from the Atlantic Council: https://www.atlanticcouncil.org/ • Keep up with Dr. Wald's latest content: http://www.ellenrwald.com/ • Follow Dr. Wald's columns in Forbes: https://www.forbes.com/sites/ellenrwald/#3794bfcc3eba • Follow Dr. Wald's columns in Investing.com: https://www.investing.com/members/contributors/200161850 • Follow Dr. Wald's columns in Bloomberg: https://www.bloomberg.com/opinion/authors/ATzDIxjsWCs/ellen-r-wald • Technology Arrives to Capture Stranded Gas: https://www.instituteforenergyresearch.org/fossil-fuels/gas-and-oil/technology-arrives-to-capture-stranded-gas/ • More on this issue from IER: https://www.instituteforenergyresearch.org/fossil-fuels/oil-and-gas-contributions-to-coronavirus-vaccines-policy-brief/

When I was first on Bloomberg and asked about Saudi Aramco, the person I followed was Ellen Wald. Over the past year, I’ve followed her articles in Forbes and most recently, I read her book “Saudi, Inc” (which is fantastic). Today, she joins me on the podcast to talk Saudi, politics, Iran, oil, gas the world and elections. I don’t want to set expectations but I loved the episode and got a lot of value talking to Ellen. I hope you do too.   #hottakeoftheday podcast Episode 79 w/Ellen Wald, Author https://youtu.be/KXksVXlZszc   Podcast Audio   About Ellen Ellen R. Wald, Ph.D. is a widely cited analyst of the global energy industry. She is the president of Transversal Consulting which provides guidance on energy and geopolitics. Dr. Wald is the author of Saudi, Inc., detailing the history and relevance of the Saudi oil industry and Aramco. A non-resident senior fellow at the Atlantic Council’s Global Energy Center, Dr. Wald earned a Ph.D. in energy history from Boston University and a Bachelor’s degree with honors from Princeton University. Her past academic appointments include positions at Boston University, the University of Cambridge, The American Heritage Center at the University of Wyoming and the University of Georgia. She frequently provides analysis for print, television and radio news. Her weekly roundup of timely energy market expectations can be found on Thursday mornings at Investing.com and you can follow her on twitter @EnergzdEconomy

Dr. Ellen R. Wald, a senior fellow with the Atlantic Council Global Energy Center and the president of Transversal Consulting, joins the show to discuss Saudi Arabia's influence in global energy markets and the price of oil. Links: • Listen to the Energy Week podcast: https://www.energyweekpodcast.com/ • Follow Dr. Wald on Twitter: https://twitter.com/EnergzdEconomy?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor • More from the Atlantic Council: https://www.atlanticcouncil.org/ • Keep up with Dr. Wald's latest content: http://www.ellenrwald.com/ • Follow Dr. Wald's columns in Forbes: https://www.forbes.com/sites/ellenrwald/#3794bfcc3eba • Follow Dr. Wald's columns in Investing.com: https://www.investing.com/members/contributors/200161850 • Follow Dr. Wald's columns in Bloomberg: https://www.bloomberg.com/opinion/authors/ATzDIxjsWCs/ellen-r-wald • More on this issue from IER: https://www.instituteforenergyresearch.org/international-issues/saudi-russian-oil-price-war/

Merry Christmas, chappies! Grab your entire extended family, a glass or two of eggnog, toss some logs on the fire, and then sit around the Christmas tree as you listen to The Legend talk with historian Dr. Ellen R. Wald about her new book Saudi, Inc.: The Arabian Kingdom's Pursuit of Profit and Power. It's Christmas bliss! Support EPLpod

Ellen R. Wald’s timely, well-written history of the Saudi national oil company, Saudi Inc. The Arabian Kingdom’s Pursuit of Power and Profit (Pegasus Books, 2018), is as much the story of the Saudi oil industry as it is of the ruling Al Saud family’s reliance on black gold to ensure the survival of its regime.

Ellen R. Wald’s timely, well-written history of the Saudi national oil company, Saudi Inc. The Arabian Kingdom’s Pursuit of Power and Profit (Pegasus Books, 2018), is as much the story of the Saudi oil industry as it is of the ruling Al Saud family’s reliance on black gold to ensure the survival of its regime.

Ellen R. Wald’s timely, well-written history of the Saudi national oil company, Saudi Inc. The Arabian Kingdom’s Pursuit of Power and Profit (Pegasus Books, 2018), is as much the story of the Saudi oil industry as it is of the ruling Al Saud family’s reliance on black gold to ensure the survival of its regime. In painting a picture of the Al Saud’s long-term strategy to build up over decades the know-how and expertise needed to run an oil industry and their determination to ultimately after almost half a century take over ownership in a legal, orderly, commercial transaction, Wald contrasts the kingdom’s approach in colourful and painstaking detail with nationalisations as they occurred in Iran and elsewhere in the Middle East. It is also the story of a US government that increasingly saw Saudi oil as crucial to its post-World War Two global military operations and was determined to ensure that American oilmen, despite their arrogant underestimation of Saudis whom they saw as Bedouins and willingness to bend the truth to enhance their profit margins, were sufficiently accommodating to avoid British mistakes in Iran that resulted in nationalisation and a US-British backed coup to roll back the Iranian takeover. Wald’s book provides essential background for the role that the Saudi Arabian Oil Company better known as Aramco plays in Saudi Crown Prince Mohammed bin Salman’s effort to ween the kingdom off its dependency on oil revenues and diversify its economy. It is essential reading for anyone interested in the kingdom’s future as one of the world’s foremost oil producers at a time of significant economic change. James M. Dorsey is a senior fellow at Singapore’s S. Rajaratnam School of International Studies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ellen R. Wald’s timely, well-written history of the Saudi national oil company, Saudi Inc. The Arabian Kingdom’s Pursuit of Power and Profit (Pegasus Books, 2018), is as much the story of the Saudi oil industry as it is of the ruling Al Saud family’s reliance on black gold to ensure the survival of its regime. In painting a picture of the Al Saud’s long-term strategy to build up over decades the know-how and expertise needed to run an oil industry and their determination to ultimately after almost half a century take over ownership in a legal, orderly, commercial transaction, Wald contrasts the kingdom’s approach in colourful and painstaking detail with nationalisations as they occurred in Iran and elsewhere in the Middle East. It is also the story of a US government that increasingly saw Saudi oil as crucial to its post-World War Two global military operations and was determined to ensure that American oilmen, despite their arrogant underestimation of Saudis whom they saw as Bedouins and willingness to bend the truth to enhance their profit margins, were sufficiently accommodating to avoid British mistakes in Iran that resulted in nationalisation and a US-British backed coup to roll back the Iranian takeover. Wald’s book provides essential background for the role that the Saudi Arabian Oil Company better known as Aramco plays in Saudi Crown Prince Mohammed bin Salman’s effort to ween the kingdom off its dependency on oil revenues and diversify its economy. It is essential reading for anyone interested in the kingdom’s future as one of the world’s foremost oil producers at a time of significant economic change. James M. Dorsey is a senior fellow at Singapore’s S. Rajaratnam School of International Studies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ellen R. Wald’s timely, well-written history of the Saudi national oil company, Saudi Inc. The Arabian Kingdom’s Pursuit of Power and Profit (Pegasus Books, 2018), is as much the story of the Saudi oil industry as it is of the ruling Al Saud family’s reliance on black gold to ensure the survival of its regime. In painting a picture of the Al Saud’s long-term strategy to build up over decades the know-how and expertise needed to run an oil industry and their determination to ultimately after almost half a century take over ownership in a legal, orderly, commercial transaction, Wald contrasts the kingdom’s approach in colourful and painstaking detail with nationalisations as they occurred in Iran and elsewhere in the Middle East. It is also the story of a US government that increasingly saw Saudi oil as crucial to its post-World War Two global military operations and was determined to ensure that American oilmen, despite their arrogant underestimation of Saudis whom they saw as Bedouins and willingness to bend the truth to enhance their profit margins, were sufficiently accommodating to avoid British mistakes in Iran that resulted in nationalisation and a US-British backed coup to roll back the Iranian takeover. Wald’s book provides essential background for the role that the Saudi Arabian Oil Company better known as Aramco plays in Saudi Crown Prince Mohammed bin Salman’s effort to ween the kingdom off its dependency on oil revenues and diversify its economy. It is essential reading for anyone interested in the kingdom’s future as one of the world’s foremost oil producers at a time of significant economic change. James M. Dorsey is a senior fellow at Singapore’s S. Rajaratnam School of International Studies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ellen R. Wald’s timely, well-written history of the Saudi national oil company, Saudi Inc. The Arabian Kingdom’s Pursuit of Power and Profit (Pegasus Books, 2018), is as much the story of the Saudi oil industry as it is of the ruling Al Saud family’s reliance on black gold to ensure the survival of its regime. In painting a picture of the Al Saud’s long-term strategy to build up over decades the know-how and expertise needed to run an oil industry and their determination to ultimately after almost half a century take over ownership in a legal, orderly, commercial transaction, Wald contrasts the kingdom’s approach in colourful and painstaking detail with nationalisations as they occurred in Iran and elsewhere in the Middle East. It is also the story of a US government that increasingly saw Saudi oil as crucial to its post-World War Two global military operations and was determined to ensure that American oilmen, despite their arrogant underestimation of Saudis whom they saw as Bedouins and willingness to bend the truth to enhance their profit margins, were sufficiently accommodating to avoid British mistakes in Iran that resulted in nationalisation and a US-British backed coup to roll back the Iranian takeover. Wald’s book provides essential background for the role that the Saudi Arabian Oil Company better known as Aramco plays in Saudi Crown Prince Mohammed bin Salman’s effort to ween the kingdom off its dependency on oil revenues and diversify its economy. It is essential reading for anyone interested in the kingdom’s future as one of the world’s foremost oil producers at a time of significant economic change. James M. Dorsey is a senior fellow at Singapore’s S. Rajaratnam School of International Studies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ellen R. Wald’s timely, well-written history of the Saudi national oil company, Saudi Inc. The Arabian Kingdom’s Pursuit of Power and Profit (Pegasus Books, 2018), is as much the story of the Saudi oil industry as it is of the ruling Al Saud family’s reliance on black gold to ensure the survival of its regime. In painting a picture of the Al Saud’s long-term strategy to build up over decades the know-how and expertise needed to run an oil industry and their determination to ultimately after almost half a century take over ownership in a legal, orderly, commercial transaction, Wald contrasts the kingdom’s approach in colourful and painstaking detail with nationalisations as they occurred in Iran and elsewhere in the Middle East. It is also the story of a US government that increasingly saw Saudi oil as crucial to its post-World War Two global military operations and was determined to ensure that American oilmen, despite their arrogant underestimation of Saudis whom they saw as Bedouins and willingness to bend the truth to enhance their profit margins, were sufficiently accommodating to avoid British mistakes in Iran that resulted in nationalisation and a US-British backed coup to roll back the Iranian takeover. Wald’s book provides essential background for the role that the Saudi Arabian Oil Company better known as Aramco plays in Saudi Crown Prince Mohammed bin Salman’s effort to ween the kingdom off its dependency on oil revenues and diversify its economy. It is essential reading for anyone interested in the kingdom’s future as one of the world’s foremost oil producers at a time of significant economic change. James M. Dorsey is a senior fellow at Singapore’s S. Rajaratnam School of International Studies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ellen R. Wald’s timely, well-written history of the Saudi national oil company, Saudi Inc. The Arabian Kingdom’s Pursuit of Power and Profit (Pegasus Books, 2018), is as much the story of the Saudi oil industry as it is of the ruling Al Saud family’s reliance on black gold to ensure the survival of its regime. In painting a picture of the Al Saud’s long-term strategy to build up over decades the know-how and expertise needed to run an oil industry and their determination to ultimately after almost half a century take over ownership in a legal, orderly, commercial transaction, Wald contrasts the kingdom’s approach in colourful and painstaking detail with nationalisations as they occurred in Iran and elsewhere in the Middle East. It is also the story of a US government that increasingly saw Saudi oil as crucial to its post-World War Two global military operations and was determined to ensure that American oilmen, despite their arrogant underestimation of Saudis whom they saw as Bedouins and willingness to bend the truth to enhance their profit margins, were sufficiently accommodating to avoid British mistakes in Iran that resulted in nationalisation and a US-British backed coup to roll back the Iranian takeover. Wald’s book provides essential background for the role that the Saudi Arabian Oil Company better known as Aramco plays in Saudi Crown Prince Mohammed bin Salman’s effort to ween the kingdom off its dependency on oil revenues and diversify its economy. It is essential reading for anyone interested in the kingdom’s future as one of the world’s foremost oil producers at a time of significant economic change. James M. Dorsey is a senior fellow at Singapore’s S. Rajaratnam School of International Studies. Learn more about your ad choices. Visit megaphone.fm/adchoices

The world runs on oil. As such, there's a lot of money there. This brings up many questions, all of which Dr. Wald addresses, though not all questions have answers. For example: why do people love shouting into the void that is social media so much? See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.

Pre-order “Saudi, Inc.” Saudi, Inc.: The Arabian Kingdom's Pursuit of Profit and Power: Ellen R. Wald: http://amzn.to/2DXZezESaudi, Inc.: The Arabian Kingdom's Pursuit of Profit and Power by Ellen R. Wald, Hardcover | Barnes & Noble® http://bit.ly/2GtbFC1Why Apple, Google, Microsoft And Amazon Are More Valuable Than Exxon And Chevron - http://bit.ly/2GUKkIX1) PipelinesNew England suffering from lack of natural gas pipelines, causing price spikes and shortages. Politicization has hindered building new pipelines.2) New York Energy LawsuitsCity of New York suing big oil – irony is that New York is built on the back of oil and gas and requires oil and gas to run. No intention to halt use of oil and gas just effort to sue companies to collect damages while continuing to use their products. Looks good for the mayor but can have far reaching ramifications.3) Exxon, Chevron, Shell earnings reportsShell’s stock price was up because Shell sold off holdings and bought BG Group which helped their balance sheet. Exxon and Chevron had profitable quarters but did not meet analyst expectations so share price fell. Also analysts seemed upset that Exxon CEO did not speak or answer questions on earnings call.4) Peak DemandPotential when more cities are powered by combination of nuclear and natural gas. As developing countries reach consumer economies demand for oil for transportation will level off at a consistent level.5) Iranian oil updateCrude oil swaps with Russia and Iraq progressing reveal problems with Iranian oil infrastructure.

Pre-order “Saudi, Inc.” Saudi, Inc.: The Arabian Kingdom's Pursuit of Profit and Power: Ellen R. Wald: http://amzn.to/2DXZezESaudi, Inc.: The Arabian Kingdom's Pursuit of Profit and Power by Ellen R. Wald, Hardcover | Barnes & Noble® http://bit.ly/2GtbFC1Why Apple, Google, Microsoft And Amazon Are More Valuable Than Exxon And Chevron - http://bit.ly/2GUKkIX1) PipelinesNew England suffering from lack of natural gas pipelines, causing price spikes and shortages. Politicization has hindered building new pipelines.2) New York Energy LawsuitsCity of New York suing big oil – irony is that New York is built on the back of oil and gas and requires oil and gas to run. No intention to halt use of oil and gas just effort to sue companies to collect damages while continuing to use their products. Looks good for the mayor but can have far reaching ramifications.3) Exxon, Chevron, Shell earnings reportsShell’s stock price was up because Shell sold off holdings and bought BG Group which helped their balance sheet. Exxon and Chevron had profitable quarters but did not meet analyst expectations so share price fell. Also analysts seemed upset that Exxon CEO did not speak or answer questions on earnings call.4) Peak DemandPotential when more cities are powered by combination of nuclear and natural gas. As developing countries reach consumer economies demand for oil for transportation will level off at a consistent level.5) Iranian oil updateCrude oil swaps with Russia and Iraq progressing reveal problems with Iranian oil infrastructure.

https://globalenergymedia.com/energy-week-episode-12/Pre-order “Saudi, Inc.” Saudi, Inc.: The Arabian Kingdom's Pursuit of Profit and Power: Ellen R. Wald: http://amzn.to/2DXZezESaudi, Inc.: The Arabian Kingdom's Pursuit of Profit and Power by Ellen R. Wald, Hardcover | Barnes & Noble® http://bit.ly/2GtbFC1Canadian shale oil revolution?Canadian production may have greater impact on U.S. shale oil if lighter grades of oil are mixed with heavier Canadian grades in Canada as opposed to in U.S.Transportation of Canadian oil still an issue – exports to Asia but still want Keystone XL pipeline to move oil to Gulf.Solar Tariff –Will Trump admin tariff on solar panels from China hurt solar energy industry in United States?Costs will increase for rooftop solar panels but some companies say will open solar panel factories in U.S. BUT – does this really help the energy industry as a whole?Could this be a bellwether for further tariffs on Chinese products? Reaction against Chinese currency manipulation? Grid flexibility is key – ability to generate solar power and sell it to the grid while taking power from the grid at other times. Are we too entrenched in the large scale grid system to really implement a dynamic grid that account for back and forth? Perhaps in Africa?Dollar weakness impacts price of oil – sometimes the market can be wrongHarold Hamm – expressed great dismay at EIA reports, especially regarding storage numbers.EIA Webinar on data methods – weekly reports are largely based on modeling not on real time data3 components:1)Alaska: real time date from Alaskan production delivered daily (only 5% of US production)2)Gulf of Mexico – projections based on EIA STEO model3)Lower 48 states – projections based on EIA STEO model, STEO model includes many sources, including DrillingInfo, corporate financial filings, etc.View the slides from the presentation at the link belowhttp://bit.ly/2DMMp82

https://globalenergymedia.com/energy-week-episode-12/Pre-order “Saudi, Inc.” Saudi, Inc.: The Arabian Kingdom's Pursuit of Profit and Power: Ellen R. Wald: http://amzn.to/2DXZezESaudi, Inc.: The Arabian Kingdom's Pursuit of Profit and Power by Ellen R. Wald, Hardcover | Barnes & Noble® http://bit.ly/2GtbFC1Canadian shale oil revolution?Canadian production may have greater impact on U.S. shale oil if lighter grades of oil are mixed with heavier Canadian grades in Canada as opposed to in U.S.Transportation of Canadian oil still an issue – exports to Asia but still want Keystone XL pipeline to move oil to Gulf.Solar Tariff –Will Trump admin tariff on solar panels from China hurt solar energy industry in United States?Costs will increase for rooftop solar panels but some companies say will open solar panel factories in U.S. BUT – does this really help the energy industry as a whole?Could this be a bellwether for further tariffs on Chinese products? Reaction against Chinese currency manipulation? Grid flexibility is key – ability to generate solar power and sell it to the grid while taking power from the grid at other times. Are we too entrenched in the large scale grid system to really implement a dynamic grid that account for back and forth? Perhaps in Africa?Dollar weakness impacts price of oil – sometimes the market can be wrongHarold Hamm – expressed great dismay at EIA reports, especially regarding storage numbers.EIA Webinar on data methods – weekly reports are largely based on modeling not on real time data3 components:1)Alaska: real time date from Alaskan production delivered daily (only 5% of US production)2)Gulf of Mexico – projections based on EIA STEO model3)Lower 48 states – projections based on EIA STEO model, STEO model includes many sources, including DrillingInfo, corporate financial filings, etc.View the slides from the presentation at the link belowhttp://bit.ly/2DMMp82