Writings

Policy Papers & Commentaries

How Chinese Foreign Investment is Challenging the United States, Kennedy School Review, November 2018.

Climate Change: A Generational Challenge, Foreign Policy Association, New York, May 11, 2015.
Assessing OPEC’s Strategy to Counter the Oil Price Slump, Foreign Policy Association, New York, Feb 2015.
The New Energy Order: China & the Post-American Middle East, Middle East Economic Survey, Sept 2014. 
Dissecting China’s $1 Trillion in Investments Globally. Foreign Policy Association, New York, July 2014.
China Reaches the Equivalent of Peak U.S. Energy Imports Dependence. Foreign Policy Association, July 2014.
Assessing Risk in a Global Energy Market,Foreign Policy Association, New York, May 2014.

Industry Papers

Co-authored with members of the Global Oil team at IHS CERA:

Oil Markets under the Shadow of the Euro Debt Crisis. Market Briefing. IHS CERA. September 27, 2011

Economic Picture Darkens: Will Oil Demand Weaken Further? Market Briefing. IHS CERA. August, 2011.

Summer of Discontent: Economic Anxiety & Shrinking Spare Capacity. World Oil Watch. IHS CERA. July 2011.

Strategic Oil Stock Release Surprised Market, Price Impact Expected to Be Modest. IHS CERA. June, 2011.

Rebalancing Global Oil Demand Growth. CERA Market Briefing. May 27, 2011.
The Role of Spare Capacity in an Anxious Market. World Oil Watch. IHS CERA. April 2011.

Japan Disaster Weakens Demand Amid Middle East Anxiety. Market Briefing. IHS CERA. March 17, 2011.

The Oil Story Changes from Economic Growth to Supply Worries. Market Briefing. IHS CERA. February, 2011. 

Shorts and Longs: Truths about the Oil Price Cycle. World Oil Watch. IHS CERA. February 2011.

Back to Fundamentals: Prices to Moderate in 2011 First Half. Market Briefing. IHS CERA. December 15 2010. 

Crude Oil Nears Top, As US Federal Reserve Acts. Market Briefing. HIS CERA. November 12, 2010.

Crystal Ball: How Betting on Beliefs Shapes Oil Markets. World Oil Watch. IHS CERA. October 2010.

Record Oil Demand Around the Corner. Market Briefing. IHS CERA. October 5, 2010.

Tighter Supply and Demand Fundamentals Support Crude Oil Prices. Market Briefing. IHS CERA. August, 2010.

Oil and Equity Markets Keep Watch on the Global Economy. World Oil Watch. IHS CERA. July 2010.

Rising Industry Costs Collide with Bearish Fundamentals. Market Briefing. HIS CERA. June 30, 2010.

Changing Expectations Lull Oil Prices. CERA Market Briefing. May 28, 2010.

China Remains the Bulwark of Global Oil Demand. World Oil Watch. IHS CERA. April 2010.

Uneven Global Economic Recovery Leaves Oil Market Range-bound. Market Briefing. IHS CERA. March, 2010.

Will an Oil Price Bubble Burst in 2010? World Oil Watch. IHS CERA. February 2010.

Resilient Production Costs Supports Oil Prices. World Oil Watch. IHS CERA. December 2009.

Will Oil Make A Run in the Fourth Quarter? Market Briefing. IHS CERA. October 9, 2009.

How Will Oil Demand Recover After the Great Recession? World Oil Watch. IHS CERA. August 2009.

Geopolitical Risk Supports Oil Market: Are Actual Barrels at Risk? Market Briefing. IHS CERA. June 29 2009.

Signs of Recovery or Setting Up for Failure? Market Briefing. IHS CERA. June 12, 2009.

 Idle Wells: Implications of Rising Spare Production Capacity. World Oil Watch. IHS CERA. May 2009. 

Oil Prices Find a Trading Range. Market Briefing. IHS CERA. March 31, 2009.

Oil Prices Search for the Bottom. Market Briefing. IHS CERA. February 27, 2009.

Super Slump or Rebound? World Oil Watch. IHS CERA. January 2009.

The Reemergence of Fundamentals. Market Briefing. IHS CERA. December 5, 2008.

Low-cost Electric Vehicle Revolution: From Dream to Reality? Closer toReality, w/Julius Pretterebner. Private Report. IHS CERA. November 2008.

Global Economic Turmoil Rattles the Pillars of Demand. World Oil Watch. IHS CERA. November 2008.

A World of Extreme Oil Price Volatility. Market Briefing. IHS CERA. September 23, 2008.

Despite Conflicting Demand Signals, Supply Still Matters. Market Briefing. IHS CERA. August 29, 2008.

Conflicting Demand Trends and a Fragile Global Economy. World Oil Watch. IHS CERA. August 2008.

Actions and Words Do Little to Cool Oil Prices. CERA Market Briefing. IHS CERA. June 30, 2008. 

The Move to Break Point. Market Briefing. IHS CERA. June 2, 2008.

Examining the Conundrum of Oil Price Accelerators. World Oil Watch. IHS CERA. May 2008.

The New Fundamentals and Softening Global Demand. Market Briefing. IHS CERA. March 28, 2008.

A Flight to Oil Fueled by Non-fundamentals. CERA Market Briefing. IHS CERA. February 29, 2008.

The Fog of Economic Uncertainty: Hiding an Oil Price Cliff? World Oil Watch. IHS CERA. February 2008.

Policy Papers & Commentaries

Tunisia’s Youth Vote the Establishment Out, Arab American Institute, October 16, 2019.

MEPI Revolutionizes U.S. Soft Power Engagement in the Middle East, Kennedy School Review, September 5, 2019.

With Linda Bishai, "Identity and Inclusion: Rethinking Citizenship in Arab Societies." The Arab World Beyond Conflict. Arab Center Washington, DC. 2019. pp 109 - 118.

How Chinese Foreign Investment is Challenging the United States, Kennedy School Review, November 2018.

Climate Change: A Generational Challenge, Foreign Policy Association, New York, May 11, 2015.
Assessing OPEC’s Strategy to Counter the Oil Price Slump, Foreign Policy Association, New York, Feb 2015.
The New Energy Order: China & the Post-American Middle East, Middle East Economic Survey, Sept 2014. 
Dissecting China’s $1 Trillion in Investments Globally. Foreign Policy Association, New York, July 2014.
China Reaches the Equivalent of Peak U.S. Energy Imports Dependence. Foreign Policy Association, July 2014.
Assessing Risk in a Global Energy Market,Foreign Policy Association, New York, May 2014.

Industry Papers

Co-authored with members of the Global Oil team at IHS CERA:

Oil Markets under the Shadow of the Euro Debt Crisis. Market Briefing. IHS CERA. September 27, 2011

Economic Picture Darkens: Will Oil Demand Weaken Further? Market Briefing. IHS CERA. August, 2011.

Summer of Discontent: Economic Anxiety & Shrinking Spare Capacity. World Oil Watch. IHS CERA. July 2011.

Strategic Oil Stock Release Surprised Market, Price Impact Expected to Be Modest. IHS CERA. June, 2011.

Rebalancing Global Oil Demand Growth. CERA Market Briefing. May 27, 2011.
The Role of Spare Capacity in an Anxious Market. World Oil Watch. IHS CERA. April 2011.

Japan Disaster Weakens Demand Amid Middle East Anxiety. Market Briefing. IHS CERA. March 17, 2011.

The Oil Story Changes from Economic Growth to Supply Worries. Market Briefing. IHS CERA. February, 2011. 

Shorts and Longs: Truths about the Oil Price Cycle. World Oil Watch. IHS CERA. February 2011.

Back to Fundamentals: Prices to Moderate in 2011 First Half. Market Briefing. IHS CERA. December 15 2010. 

Crude Oil Nears Top, As US Federal Reserve Acts. Market Briefing. HIS CERA. November 12, 2010.

Crystal Ball: How Betting on Beliefs Shapes Oil Markets. World Oil Watch. IHS CERA. October 2010.

Record Oil Demand Around the Corner. Market Briefing. IHS CERA. October 5, 2010.

Tighter Supply and Demand Fundamentals Support Crude Oil Prices. Market Briefing. IHS CERA. August, 2010.

Oil and Equity Markets Keep Watch on the Global Economy. World Oil Watch. IHS CERA. July 2010.

Rising Industry Costs Collide with Bearish Fundamentals. Market Briefing. HIS CERA. June 30, 2010.

Changing Expectations Lull Oil Prices. CERA Market Briefing. May 28, 2010.

China Remains the Bulwark of Global Oil Demand. World Oil Watch. IHS CERA. April 2010.

Uneven Global Economic Recovery Leaves Oil Market Range-bound. Market Briefing. IHS CERA. March, 2010.

Will an Oil Price Bubble Burst in 2010? World Oil Watch. IHS CERA. February 2010.

Resilient Production Costs Supports Oil Prices. World Oil Watch. IHS CERA. December 2009.

Will Oil Make A Run in the Fourth Quarter? Market Briefing. IHS CERA. October 9, 2009.

How Will Oil Demand Recover After the Great Recession? World Oil Watch. IHS CERA. August 2009.

Geopolitical Risk Supports Oil Market: Are Actual Barrels at Risk? Market Briefing. IHS CERA. June 29 2009.

Signs of Recovery or Setting Up for Failure? Market Briefing. IHS CERA. June 12, 2009.

 Idle Wells: Implications of Rising Spare Production Capacity. World Oil Watch. IHS CERA. May 2009. 

Oil Prices Find a Trading Range. Market Briefing. IHS CERA. March 31, 2009.

Oil Prices Search for the Bottom. Market Briefing. IHS CERA. February 27, 2009.

Super Slump or Rebound? World Oil Watch. IHS CERA. January 2009.

The Reemergence of Fundamentals. Market Briefing. IHS CERA. December 5, 2008.

Low-cost Electric Vehicle Revolution: From Dream to Reality? Closer toReality, w/Julius Pretterebner. Private Report. IHS CERA. November 2008.

Global Economic Turmoil Rattles the Pillars of Demand. World Oil Watch. IHS CERA. November 2008.

A World of Extreme Oil Price Volatility. Market Briefing. IHS CERA. September 23, 2008.

Despite Conflicting Demand Signals, Supply Still Matters. Market Briefing. IHS CERA. August 29, 2008.

Conflicting Demand Trends and a Fragile Global Economy. World Oil Watch. IHS CERA. August 2008.

Actions and Words Do Little to Cool Oil Prices. CERA Market Briefing. IHS CERA. June 30, 2008. 

The Move to Break Point. Market Briefing. IHS CERA. June 2, 2008.

Examining the Conundrum of Oil Price Accelerators. World Oil Watch. IHS CERA. May 2008.

The New Fundamentals and Softening Global Demand. Market Briefing. IHS CERA. March 28, 2008.

A Flight to Oil Fueled by Non-fundamentals. CERA Market Briefing. IHS CERA. February 29, 2008.

The Fog of Economic Uncertainty: Hiding an Oil Price Cliff? World Oil Watch. IHS CERA. February 2008.