For those of you with an interest in the geopolitics of energy, here are some articles that delve deeper into this important topic.

Significant discoveries of shale oil and gas in the US, Canada and Argentina, off shore crude oil in Brazil, and the Canadian oil sands are shifting the global energy supply’s center of gravity towards the Americas and challenging the economic power of Russia, OPEC and the Middle East. Add to this situation large finds of conventional natural gas off of East Africa and Israel and massive shale oil and gas finds in China which are sure to only further complicate a quickly changing energy landscape.

For a glimpse of how our energy world is being transformed, here are the highlights of the recent International Energy Agency’s World Energy Outlook 2012:

China, India and the Middle East will account for 60% of the increase in global energy demand to 2035.

The United States is projected to become the world’s largest oil producer around 2020, overtaking Saudi Arabia until the mid-2020s.

North America is projected to become a net oil exporter around 2030, which will accelerate the shift in the direction of international oil trade toward Asia.

Iraq will make the largest contribution to global supply growth to 2035 and will become a key supplier to Asia, especially China.

Unconventional natural gas will account for half of the increase in global gas production to 2035 with the United States, China and Australia providing most of the increase.



Foreign Policy The Americas, Not the Middle East, Will Be the World Capital of Energy, September/October 2011

The Guardian, How cheap energy from shale will reshape America’s role in the world, November 15, 2012

The Telegraph, Shale oil will change global supply, Opec admits, November 8, 2012

The Voice of Russia, Shale gas and oil revolution reshaping world economy and politics, October 5, 2012

Business Insider, Experts Believe Russia Is Bankrolling A Plan To End Shale Gas, October 1, 2012

UPI Energy Resources, OPEC Wary of Shale Prospects Outside US, November 9, 2012

OILPRICE, Gazprom’s Grip on Europe Slips as the Shale Revolution Grows, November 19, 2012

The Telegraph, Russians keep their eye on the shale revolution, November 18, 2012



At the Rice University Center for Energy Studies you can download the following:

The Geopolitics of Natural Gas: Report of Scenarios Workshop, July 2012

New Alignments? The Geopolitics of Gas and Oil Cartels and the Changing Middle East,  January 2012


Leonardo Maugeri, The Coming Oil Glut, November 2012 and Oil: The Next Revolution, June 2012

Daniel Yergin, The Real Stimulus: Low-Cost Natural Gas, Wall Street Journal, October 23, 2012

Simon Taylor, The Geopolitics of Natural  Gas, March 29, 2012

Swaminomics, Shale gas transforms geopolitics, energy






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