energy
Ten years ago, we thought the world was running out of oil, that China and other emerging market countries would have insatiable energy demand growth, and that production costs would generally rise over time. That turned out to be wrong. Energy expert Amy Myers Jaffe explains why the world looks different today. What’s changed?
Conversations around drivers of economic growth, transitioning away from oil production, and increasing entrepreneurship have gained greater relevance in the Middle East.
A pair of memes, working in concert, created a dangerous scenario for energy investors who thought that this time would be different.
New investment platforms and technological advances are changing the work of investment professionals and transforming investment paradigms.
At the 2015 CFA Institute Middle East Investment Conference, energy expert Fereidun Fesharaki argued that the major drop in oil price is good for the global economy but bad for oil exporting countries.
In Kuwait, the complexities of changing economic models and shifting priorities emphasize the challenges of investing in new realities.
Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting READ MORE ›
Since mid-June, we’ve attended the Paris Air Show and met with companies involved in oil production, hydraulic fracturing, and wind turbine towers and components. As an investment analyst, I am always seeking to help my clients anticipate change in… READ MORE ›
Daniel Lacalle works at Ecofin, where he runs a long–short sector-focused hedge fund in London. The hedge fund concentrates on the oil and gas industry, utilities, and infrastructure. Lacalle writes a weekly column for the Spanish digital newspaper El… READ MORE ›
Geopolitical analyst, Peter Zeihan, believes that North America has the capacity to become energy self-sufficient by 2020 and predicts a US that adopts a more economically isolationist stance.