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Global Markets Commentary

Global Markets Commentary. Warwick University March 2012. Eurasian Business. Oil & Gas Advisory work Kazakhstan K azakh Agricultural Export to China China now a net importer of food Hong Kong Energy Platform KZ Oil & Gas listings in Hong Kong New Drilling Technologies Radjet

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Global Markets Commentary

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  1. Global Markets Commentary Warwick University March 2012

  2. Eurasian Business • Oil & Gas Advisory work Kazakhstan • Kazakh Agricultural Export to China • China now a net importer of food • Hong Kong Energy Platform • KZ Oil & Gas listings in Hong Kong • New Drilling Technologies • Radjet • Introducing the ‘Cloud’

  3. MENA • Saudi Arabia • $190b downstream infrastructure development • Libya • Boosting Production and government revenues • Rebuilding • Yemen • Upstream asset acquisitions • The Aden refinery?

  4. Libya Libyan Reconstruction Crude Exports Libyan Budget Disarmament Training & Logistics Asset Repatriation

  5. Market Commentary • Shale Gas Developments • US application for OPEC? • Net energy exporter • Europe vs China energy competition • Article, Brent spread and Caspian crude • European disintegration? • Big Bang to Big Bust

  6. Natural Gas Prices

  7. Non Opec Supply Increase

  8. US Energy Independence • ‘Many analysts expect that in the coming decade the US will leapfrog Saudi Arabia and Russia to become the world’s largest producer of liquid hydrocarbons, counting both crude oil and lighter natural gas liquids such as propane and ethane. That optimism reflects the increasing flow of “tight oil” as well as gas from shale – rock formations holding reserves unlocked through new extraction technologies.’ • FT Oct 2011

  9. Market Commentary • Regulation by cost and product or by risk and leverage • What is off-balance sheet? What is a derivative • Updating the Large Exposures report • Translating the Large Exposures report into a ‘too big to fail’ policy • The good banks, DB, JP, CS

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