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Manufacturing facility

Global Energy Forum

Jan 9, 2020

The Saudi Aramco-SABIC merger: How acquiring SABIC fits into Aramco’s long-term diversification strategy

By Private: Jean-François Seznec

Throughout 2019, financial markets have watched the planned Saudi Aramco initial public offering (IPO), which was finally launched in December. A quieter, but no less significant, story was the Saudi oil company’s acquisition of SABIC. Saudi Aramco strove to have a successful IPO, especially through increased transparency and diversification, and the SABIC acquisition was a key element of Saudi oil company's diversification strategy. Going forward, what does the merger mean for both companies, what is the new relationship between Saudi Aramco and SABIC, and what are the merger’s implications for the intricate relationship between the various bureaucracies and leadership in Saudi Arabia?

Energy Markets & Governance Energy Transitions

EnergySource

Dec 31, 2019

How accounting for the externalities of carbon would affect end products

By Jennifer T. Gordon

Given the urgent need to decarbonize all sectors of the US economy, one of the broadest policy options that could steer both energy production and consumption in the right direction is the notion of putting a price on carbon.

Energy Transitions Oil and Gas
Buildings downtown

EnergySource

Dec 30, 2019

Shadow carbon pricing: What corporations can do in the meantime

By Jennifer T. Gordon

There are any number of reasons for corporations to participate in sustainability efforts. One of the greatest contributions that corporations can make to a zero-carbon future is setting a “shadow” price on carbon by placing a dollar value on emissions and making carbon commitments and investment choices accordingly.

Climate Change & Climate Action Energy Transitions
Stock exchange

EnergySource

Dec 30, 2019

The Aramco IPO isn’t quite enough to realize MBS’s diversification ambitions

By Randolph Bell

After significant delays and a number of setbacks, Aramco finally listed shares representing 1.5 percent of the company’s total value on the domestic Tadawul exchange. The $25.6 billion that the IPO raised is nothing to scoff at, but it still is not enough to fully realize MBS’ ambitions. Where does the IPO go from here?

Energy Markets & Governance Energy Transitions
Presidential debate stage

EnergySource

Dec 29, 2019

The reemergence of carbon pricing proposals

By Jennifer T. Gordon

There is a growing political acceptance of carbon pricing, both on the Hill and among presidential hopefuls. However, carbon pricing is by no means inevitable—where does the conversation go from here?

Climate Change & Climate Action Energy Transitions

In the News

Dec 27, 2019

Livingston in India Inc. Group: India-US energy cooperation in an age of upheaval

By Atlantic Council

Energy & Environment Energy Transitions

EnergySource

Dec 5, 2019

What does a sunset coal industry tell oil producers about peak demand?

By Henning Gloystein

When it eventually peaks, a look at coal gives a glimpse of what could happen in other sectors. Peak demand does not mean consumption will fall off a cliff—coal demand has so far plateaued at or near records, with pockets of growth still around. What could this mean for oil?

Energy Transitions Oil and Gas

In the News

Dec 3, 2019

Morningstar and Simonyi in The Hill: We need to balance energy and climate needs to keep our planet livable

By Atlantic Council

Americas Climate Change & Climate Action

In the News

Nov 21, 2019

Misch in Energy News Network: Commentary: In clean energy transition, military veterans play key role

By Atlantic Council

Energy & Environment Energy Markets & Governance
Oil rig

EnergySource

Nov 21, 2019

Finding a path forward for oil and gas companies in the energy transition

By Reed Blakemore, David Yellen

2019 appears to be ending bleakly for the old guard of the energy sector—recent third quarter (Q3) reporting paints a gloomy picture: across the industry, profits have plummeted despite rising oil production. Observers have blamed those results on several potentially transitory headwinds, but are they actually what's driving the concerning outlook?

Energy Transitions Oil and Gas

Experts

Events