March 14th, 2017
In the last OEI, I summarized what I told the Windsor Castle energy consultation in my first briefing on March 4. However, it was the second of my two briefings that occasioned the greatest reaction.
This one dealt with what I saw in energy finance trends for 2017, including the rise of a major new element in funding global projects and related other related initiatives. This latter portion was already anticipated by some of the policy makers gathered at Windsor. They had been in the audience when I advanced the subject during my address before the Iranian Natural Gas and LNG Summit two weeks earlier in Frankfurt.
Several of them even requested that I extend my comments at Windsor. I had intended to do so anyway, but the request was welcome nonetheless.
And the sources of funding for global energy projects are about to change dramatically – including where that funding is headed…
March 10th, 2017
Last weekend’s annual meeting at Windsor Castle again brought together some of the world’s leading energy authorities, policy makers, ambassadors, and officials. The Windsor consultation remains the most unique energy meeting in the world, featuring some high-level exchanges among a small number of heavy weights.
The last issue of OEI discussed the geopolitical dimensions of our Windsor sessions. My two briefings this year had the responsibility of taking point on both production and financing expectations for 2017.
And here’s what I told the assembled dignitaries about the real story unfolding between oil supply and demand…