The Situation Room: Greetings from London

The Situation Room: Greetings from London

by | published October 28th, 2019

Greetings from London, Oil & Energy Investors. I must say, it’s a good thing I’ve been here so many times before, as my agenda is packed and will provide no time for sightseeing.

All my attention this week is on six major issues, and these are what my focus will be on this week. Each one constitutes a separate meeting with market makers, investment bankers, policy officials, and analysts here in London.

As there are more focus points on my schedule this week, you’re getting your usual two points, as well as a bonus third. If you’d like to get access to read all six points on my agenda, just click here.

So, without further ado, this week in London I will be doing the following…

1. South China Sea Developments

I’ll be giving a briefing on the current increasing tension in energy development in and transit through the South China Sea, which, as longtime readers will know, is a hotbed for geopolitical activity.

And that hotbed is heating up once more, with a Chinese stand-off with Vietnam, more territorial claims from China, and Chinese intervention with energy firms (seeing a trend?).

There’s more to it than just that, though, and it involves the military. Click here to learn more.

2. Persian Gulf Policies

Next, I will be providing a series of policy recommendations on the shipping crisis in the Persian Gulf.

This area has been full of activity over the last few weeks following drone/missile attacks on Saudi oil assets and Iranian oil tankers.

3. North Africa Joins the Renewable Explosion

I will also be reviewing investment proposals for major renewable energy projects in North Africa.

Renewable energy has been exploding in popularity in most developed countries like the U.S., Europe, and Asia. The expansion into North Africa will expand the market even more.



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  1. October 28th, 2019 at 19:10 | #1

    As a historian watching events unfold and follower of human patterns, it is not hard to see where the direction things are heading. However, what surprises do you personally see coming? I would like to talk with someone that is not full of BS for a change and really knows what is happening. Hopefully, we can chat sometime.

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