Themes

A.  Introduction

• The World Economy
• Global Energy in Perspective

B. The Economic and Political Context

• Themes in Middle East Politics
• Arab Producing Countries
• Iran
• Latin America
• Africa
• Importance of Energy for Developing Countries

C. Industry and Markets

• Oil Upstream: The Role of Technology
• Oil Supply: Challenges in context of lower oil prices
• Global Challenges of the Super Majors
• US Refining Industry – Crude Dynamics
• Dynamics of Global Chemical Industry
• The role of EPC Players in the Value Chain

D. National Oil Companies Challenges

• Saudi Arabia
• Kuwait

E. Gas

• Global LNG – New Supply and Pricing Models
• Gas in Europe: Challenges from Globalizing Markets
• Gas Monetization – Qatar, Russia, Iran
• Shale gas – Global potential?

F. Energy Supplies

• OPEC Oil Supplies – Saudi Arabia, Iran, Venezuela, Kuwait
• Non-OPEC Oil Supplies: US, Africa, Latin America, Mexico

G. Oil Price Volatility and Speculation

• Drivers of Oil Price
• Structural and/or Cyclical Price Impact?

H. Policies

• Review of Consumers’ Energy Policies:
  • USA
  • IEA
  • China
  • India
• Climate Change and Environment
  • Role of Renewables
  • Future Energy Mix – Nuclear
  • Shareholder Activism and Threat of Stranded Assets