The Situation Room: En Route to the "City of Lights"
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The Situation Room: En Route to the “City of Lights”

by | published November 18th, 2019

Welcome back to The Situation Room, Oil & Energy Investors. As you read this, Marina and I are on our way to the airport and another flight abroad, this time to Paris.

While I am looking forward to spending time in one of my favorite cities, my time over the next week will be spent with less sightseeing and more conference rooms.

There will be several agendas I will be dealing with in the course of my time here, a snippet of which you will read below.

This week, my main focus points are linked to my upcoming meetings over the next several days.

So, let’s take a look…

1. The View from “Kissinger’s Bar”

First up, I will be analyzing the most recent intel from developments in the South China Sea in advance of a session in “Kissinger’s Bar” with officials from the Vietnamese state oil company Petrovietnam.

The recent entry into Vietnamese Exclusive Economic Zone (EEZ) waters by the Chinese exploration vessel Haiyang Dizhi 8 (and its naval escorts) has once again raised the stakes to control areas surrounding the contested Paracel Islands. I will have more to say about the “bar” in Oil & Energy Investor this week.

I’ve written about “Kissinger’s Bar” before, back in 2016, and you can take a look at that piece right here.


World War III has been a buzzword for years now. Whenever anything of geopolitical significance happens, you will always find someone who is predicting World War III.

The current geopolitical situation is unlikely to cause a global conflict, but experts are predicting that if China and the U.S. go to war with each other, it will start in the South China Sea.

For good reason.

Because this vital stretch of water has been a point of contention between these two superpowers for years.

And China is calling for the U.S. to “stop flexing muscles” in the area.

However, the U.S. isn’t about to back down just on China’s say-so.

Take a look at what the U.S. has in mind in this volatile area by clicking here.


2. Analysis in the Shadow of the Eiffel Tower

Second, I will be examining the International Energy Agency (IEA) forecasts for end of year global energy demand before meeting with IEA colleagues at the agency’s headquarters. Better yet, this will be done in the shadow of the Eiffel Tower.

I will have my own energy forecast for the coming year coming your way soon, so keep an eye on your inbox for that analysis.

Sincerely,

Kent

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