July 6/8 -- Introduction: What is Energy Security?

• Introduction to NS4960 -- Summer Term, 2020

• Ideas for Projects

• Energy Security Overview

• Daniel Yergin: Energy Security Overview

• Daniel Yergin: Overview of The Quest (video)

• Daniel Yergin: Energy security in a shifting geopolitical landscape (video)

• Daniel Yergin: Energy Security and Markets

• Economist, The New Superpowers, Introduction

• North America Energy Trilemma

• U.S. Energy Trilemmas

• Overview of Fuels Paradise, Chapter 1

• Definitions of Energy Security, Fuels Paradise, Chapter 2

• Overview Bernell-Simon Chapter 1

• The US Energy Revolution, Risk Pivot, Chapter 1

July 13/15 -- Introduction to Energy Markets

• Meghan O'Sullivan, Chapter 1 The Oil Price Plunge of 2014

• Meghan O'Sullivan, Chapter 2 The New Oil Order

• Oil Markets: Crude Predicament

• Jeff Frankel, Oil Prices in the Long and Short Run

• The 2014 Oil Price Drop

• The March 2020 Oil Price Drop

• The June 2020 Oil Price Agreement

• Dan Yergin Oil Price Collapse, March 9, 2020 (video)

• Dan Yergin Oil Price Decline National Security Issue, March 30, 2020 (video)

• Daniel Yergin views on oil developments in 2019

• Ed Dolan, Technology, Environment and The Future of Natural Gas, February 24, 2010

• Ed Dolan, Diamonds: How to Price a Finite Resource, April 26, 2010, 2010 (monopoly example)

• Ed Dolan, Will Fracking Enrich India's guar Farmers, July 30, 2012

• Ed Dolan, Does Peak Phosphate Spell Doom for Humanity or Will supply and Demand Save Us? July 30, 2013

• Commodity Prices: Trends, Super-Cycles, and Short-Run Spikes and Busts

• Daniel Yergin views on current state of the oil Markets (Video, May 2016)

• OPEC Pricing Models

• Robert Looney/Dave Schrady, Estimating the Economic Benefits Derived From Forward-engaged Naval Forces, CSIS, May 5-6, 1997

Other Presentations

• IEA Energy Security Index

• Basic Microeconomics

• Introduction to Markets and Competition

• Price Theory Applications

• Commodity Agreements

• EIA Energy Markets 2014

• EIA Oil Markets 2016

• The 2014-15 Oil Price Drop

• Causes of the 2014-15 Oil Price Drop

Review of Basic Microeconomic Supply and Demand

• Ed Dolan, Chocolate Lovers Keep Nervous Watch on Volatile Cocoa Prices, October 10, 2010

• Ed Dolan, Why is Oilive Oil, Good for the Body, Getting Hard on the Pocket Book?, February 4, 2013, 2010

• Ed Dolan, Does Peak Phosphate Spell Doom for Humanity or Will supply and Demand Save Us? July 30, 2013

• Overview Week 3

• The 2014-15 Oil Price Decline

• The 2014-15 Oil Price Decline

• The March 2020 Oil Price Drop

• Dan Yergin Oil Price Collapse, March 9, 2020 (video)

• Dan Yergin Oil Price Decline National Security Issue, March 30, 2020 (video)

• The June 2020 Oil Price Agreement

• Oil Major's Diversify into Shale, Oxford Analytica, March 2017

• Meghan O'Sullivan, Chapter 3 Natural Gas Becomes More Like Oil

• BP Energy Outlook Presentation for 2020

• BP Energy Outlook to 2040 (video)

• Jeff Colgan, Oil Domestic Politics and International Conflict, Chapter 11

• Michael Ross, Blood Barrels

• Oil Curse Patterns

• Jean-Francois Seznec, NOCs/IOCs in Handbook of Oil Politics

• Why not more nuclear? (Video)

• Demand for clean energy inspires new generation to innovate nuclear power (Video)

• Fundamentals Will Curb Coal, Oxford Analytica, June 2018

• Video on Stranded Assets

Other Presentations

• Overview and Main Findings, BP Energy Outlook 2018

• BP Energy Outlook 2019 -- Slides

• BP Energy Outlook, 2019 -- looking mainly at 2018 (video)

• BP Energy Outlook Presentation for 2018

• Oil Curse Patterns

• Predicting Expropriations

• IMF Class on the Commodity Curse

• Resource nationalism and mining – issues and potential responses

• The Resource Curse in Uganda

• OPEC, Jeff Colgan Talk, April 5, 2016

• Robert Looney, EAG Seminar, The Causes and Consequences of the Oil Price Decline, February 2015

• Daniel Yergin views on shale, LNG (video) -- more focued on geopolitical issues

• Demise of the U.S. Coal Industry (video)

• Twice as many US jobs in solar then coal (video)

• Tariffs on solar will eliminate U.S. jobsl (video)

• Solar Microgrids integration with conventional systems (longer video)

• WEF, Game Changers in the Global Energy System, 2017

• Dan Yergin on renewable energy (video)

• Renewables Competitive by 2020, Oxford Analytica, February 2018

• Energy Storage Markets, Oxford Analytica, January 2018

• NS4043 Group Project 2012, Is a Domestic Biofuel Industry Necessary for National Defense?

• Coal Markets

• Coal Markets: Structural Weaknesses

• Nuclear Rebound?

• Prospects for U.S. Offshore Wind Projects, August 2017

• Clean Energy Transition Will be Slow, April 18, 2018

Other Presentations

• How the U.S. and OPEC Drive Oil Prices, New York Times, September 30, 2015

• OPEC Agreement and Likely Prices, Financial Times, November 2016

• Bloomberg March 2017 Oil Price Prospects

• BP Energy Outlook, 2017 edition (video)

• EIA Energy Outlook 2017

• BP Energy Outlook Presentation 2017 edition.

• Jeff Colgan, Geopolitics of Oil and Energy, Summer, 2015

• BP Energy Outlook 2035 -- US. Summary, 2017

• Geopolitics of Lower Oil Prices, EIA, June 2015

• Bassam Fattouh, Oxford Institute of Energy Studies, Global Oil Markets - Current Developments and Future Prospects, Presented at the Bank of England, London, July 17, 2015

• Paul Sullivan, Oil Supply in Handbook of Oil Politics

• Laura Graefe, Peak Oil in Handbook of Oil Politics

• Prospects for Alternative Energy, -- Older

July 27/29 US Energy Overview

Energy Policy

• Week 4

• Meghan O'Sullivan, Chapter 4 U.S. Energy Independence

• Alan Krupnik, President Trump's Vision of Energy Security, Milken Institute Review, February 27,2017

• Overview Permian Basin (video)

• Jadwa Quarterly Oil Market-Update-7-20-2019

• The U.S. Strategic Petroleum Reserve

• Bernell-Simon Chapter 2

• Bernell-Simon Chapter 3

• John Duffield, Chapter 3, Fuels Paradise, Potential Policy Responses to Energy Insecurity

• Summary US Quadrennial Energy Review, June 16, 2015

• Natural Gas Processing

• Natural gas processing (video)

• U.S. Oil Exports and Energy Security

• U.S. Export Role: Public Private Stockpiles

• US Fracking Regulations
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• Carbon Tax vs. Cap-and-Trade -- David Suzuki

• Congressional Budget Office Assessment of a Carbon Tax in the US

• Canadian Views on a Carbon Tax (video)

• Carbon Tax vs Cap and Trade at University of Texas (video)

• Australian Views on a Carbon Tax -- positive

• Australian Views on a Carbon Tax -- negative

• Discussion papers 10-21/26

• Nuclear Energy Policy in the Aftermath of Fukushima -- NS4053 class project fall 2012

August 3 U.S. Energy Policy

• Topics for August 3, 2020

• Current Events for August 3, 2020 2020

• U.S. Oil Exports and Energy Security

• U.S. Export Role: Public Private Stockpiles

• Meghan O'Sullivan, Chapter 7 Energy Abundance, Climate and the Environment

• Estimates of the Social Cost of Carbon

• EPA Fuel Standards

• U.S. Quadrenial Energy Review 2015

• U.S. Energy Planning in a Period of Rapid Change (USQER Summary)

• Carbon Tax vs. Cap-and-Trade (video) using supply and demand

• Carbon Tax vs. Cap-and-Trade (video) using Chickens

• Climate Becomes National Security Problem

• Climate Change, Energy and Security

• Carbon Tax vs. Cap-and-Trade -- David Suzuki

• Carbon Tax vs. Cap-and-Trade (video) general discussion

• Views on a Carbon Tax -- Ed Dolan summarizes three schools of thought

• Trilemma Priorities -- Statistical Test

• US Climate Regulations

Extra

• California Cap and Trade

• Duffield, Chapter 3, Responses to Energy Insecurity

• Bernell-Simon Chapter 4

• Bernell-Simon Chapter 5

• Prospects for Renewables

• Liquid Markets: Assessing the Case for U.S. Exports of LNG, Brookings, May 11, 2012

• Edward Morse, Aspects of the Crude Oil Debate, CITI Research, February 2014

• US LNG Exports

• Climate Policies, Energy and Economic Security -- Hartley, Australian talk

August 5 U.S. Energy Policy: International Dimensions

• Topics for August 5, 2020

• Current Events for August 5,

• Carbon Tax vs. Cap-and-Trade (video) using supply and demand

• Carbon Tax vs. Cap-and-Trade (video) general discussion

• Estimates of the Social Cost of Carbon

• U.S. Export Role: Public Private Stockpiles

• Official Summary US Quadrennial Energy Review, June 16, 2015

• U.S. Energy Planning in a Period of Rapid Change (USQER Summary)

August 10 U.S. Energy Policy: International Dimensions

• Topics for August 10, 2020

• Current Events for August 10,

• Meghan O'Sullivan, How Shale Energy Has Changed Geopolitics (video)

• Meghan O'Sullivan, Chapter 5 U.S. Energy and Hard Power

• Meghan O'Sullivan, Chapter 6 U.S. Energy and Soft Power

• Dan Yergin, Shifting Geopolitical Landscape (video)

• Meghan O'Sullivan, How New Energy Abundance Upends Global Politics and Strengthens America's Power (video)

• Bernell-Simon Chapter 6

• Geopolitical Impacts of the U.S. Shale Boom

• Secular Stagnation

• Geoeconomics

August 12/17/19 Asian Energy Security

• Topics for August 12, 2020

• Topics for August 17, 2020

• Topics for August 19, 2020

• Windfall, Chapter 10 China

• Theodore Moran, China's Foreign Resource Investment Strategy

• Revolution in Asia-Pacific Energy Markets, May 2015

China

• China's Belt and Road Initiative (BRI) China

• China Needs to Curb Coal

• China Climate Policy Reaches Critical Juncture

• China/US Decoupling and Energy Sales

• Pandemic Will Blunt Impact of China's Energy Reforms

• China Renewables

• China Coal

• China Nuclear

• China Growth Scenarios

Japan/Korea/Australia/Laos

• Laos Hydropower

• Korea Energy Policy

• Japan Energy Outlook

• Japan Energy Security

• Japan Expands Use of Coal

• Australia Energy Policy

• Australia Fuel Mix and Overeseas Disputes

Other Presentations on Asia-Pacific Region

• Overview Japan, SE Asia

• Comission on Energy and Geopolitics, 2015, China Scenarios

• Brian Woodall, Japan's Approach to Energy Security

• Japan's Current Nuclear Policy, October 2015

August 24/26 Energy Security Issues in Middle East/Africa

• Topics for August 24, 2020

• Meghan O'Sullivan, Chapter 11 Middle East Issues

• Iran's Oil Sector

• Iran-China Trade Under Sanctions Story

• Iran Recent Developments

• Iraq's Oil Sector

• Saudi Arabia Economic Convergence

• Drone Attack on Saudi Oil Facilities, Financial Times, September 16, 2019 (video)

• Saudi Arabia Aramco IPO, Financial Times, October 4, 2019 (video)

• Saudi Arabia Aramco IPO

• Oil Companies Scrambling to Survive, Financial Times, June 30, 2020 (video)

• Oman: Oil Success Story

• Iran's Resistance Economy

• Ghana and the Oil curse

• Angola Oil curse

• Iran Sanctions of 2018

• The U.S. Withdrawal from the Iran Nuclear Deal and Oil Prices

• Defying US Sanctions, New York Times August 3, 2019 (interactive)

• Iraq: Current Problems and Prospects

• Africa: New Areas of Oil and Gas Exploration

• Ghana and the Oil curse

• Angola Oil curse

• Botswana Resource Curse

• Algeria Resource Prolems

• Ghana 2017 Budget Issues

• Robert Looney, Nigeria: Current Problems and Progress, Milken Institute Review, Second Quarter 2015

• Nigeria: Recent Assessments, 2017

• Algeria Oil Dependency

• Algeria Case Study -- Oil Price Drop

Extra

• U.S. Gulf Energy Scurity Scenario

• Video IMF Assessmnt MENA Region, October 2015

• Oil Curse Patterns

• MENA Energy Security Issues, 2017

• Iraq Post ISIS Reconstruction -- Electricity Sector

• Bassam Fattouh, Oxford Institute of Energy Studies, Saudi Arabia's Oil Policy in Uncertain Times: A Shift in Paradigm, October 21, 2014

• Comission on Energy and Geopolitics, 2015 -- MENA Scenarios

• Comission on Energy and Geopolitics, 2015 -- Sub-Sahara Africa Scenarios

• IMF Commodity Curse Course I

• IMF Commodity Curse Course II

• AngloAmerican, Resource Nationalism -- Issues and Potential Responses, February 2013

August 31/September 2 Europe/Russia/Central Asia Energy Security

• Windfall, Chapter 9 Russia

• Impact of Oil Price Decline on Russian Economy

• Robert Looney, Western Europe Energy Security

• Last of the Big North Sea Oil Fields Financial Times, December 19, 2019 (video)

• German Nuclear Phase-out (video)

• Nord-Stream 2 Delay

• US sanctions against Germany: How dangerous is Nord Stream 2? August 13, 2020 August 2020 (video) 26 minutes

• Ed Dolan, China's Fragile Rare Earth Monopoly, October 23, 2010 (oligopoly example)

• European Raw Materials Shortages

• Europe and Hydrogen

• Europe and Wind Energy

• The European Green Deal

• Geopolitics of EU Russia Energy (video)

• Europe's (Germany) Transition to a Green Energy Future (video)

• Russia-China Energy Cooperation (video)

• European Views on Energy Security (video)

• Issues in EU Energy Security

September 9/14 The Americas -- Summing up

• How Venezuela's oil industry collapsed financial times August 23, 2020 (video)

• Canadian Energy Security

• Caribbean Energy Security (2015)

• Cuba Energy Challenges

• Guyana Oil Curse

• ALMO Plans for PEMEX

• Latin American Lithium problems

• Petrocaribe

• Central American Energy Security

• Bolivia China Hydro Development

• EIA North American Energy Outlook 2016

• Mexico's Energy Reforms

• Baker Institute Background on Mexico's Energy Reforms (video)

• Wilson Center, Current Status of Energy Reforms (video)

• Problems at Pemex

• Mexico, Poor Regulation Undermines Energy Reforms

• Mexico: Electricity Prices

• Cuban Energy Security

• Latin American LNG Market

• Big Picture on Climate Talks, WSJ, November 2015

• Martin Wolf on the Paris Climate Conference

• Targets at the Paris Climate Conference

• Trump Administration Energy Deregulation

• Bernell-Simon Chapter 7
  Oil Sands video 15 minutes https://www.youtube.com/watch?v=f3oYUxPTQUE Trans mountain pipeline https://www.youtube.com/watch?v=rcCZkF0ZYv8 very good 8 minutes
• How the Keystone XL Pipeline Got (So) Political | The New York Times January 8, 2015 (video very good)

• Oil Price Ratles Keystone Pipeline, Financial Times, January 2015

• The Keystone Decision Wall Street Journal, November 2015

• U.S. Oil Exports and Energy Security

• Climate Change and Energy Security