The Geopolitics of Natural Gas

Publications Page

Construction of infrastructure is a major challenge to increased world natural gas consumption. Cumulative investments in the global natural gas supply chain of $3.1 trillion, or $105 billion per year, will be needed to meet rising demand for gas between 2001 and 2030, according to the International Energy Agency (IEA). These case studies (working papers) focus on the special challenges of investing in large-scale, long-distance gas production and transportation infrastructures. These projects, especially pipelines, require dedicating capital resources to projects that are fixed to the ground-immobile, yet requiring decades of operation to recover the initial investment. These studies concentrate on countries that do not have the long histories of cooperation and the stable legal and political environments that are often seen as essential to attracting private investors. The expansion of gas as a global fuel depends in large part on success in attracting investment within such political, institutional and economic environments. The study examines the factors that explain why these projects were built and why alternative viable projects stalled.

Policy Report and Working Papers

Scenarios Workshop Report on The Geopolitics of Natural Gas

Baker Institute Policy Report 29 on The Geopolitics of Natural Gas

The Baker Institute World Gas Trade Model (BIWGTM)
Peter Hartley, Chairman, Department of Economics, Rice University
Kenneth B. Medlock, III, Energy Research Fellow, James A. Baker III Institute for Public Policy

Evolution of the International LNG Market
Dagobert L. Brito and Peter R. Hartley, Rice University

Market Structure in the New Gas Economy: Is Cartelization Possible?
Amy Jaffe, Wallace Wilson Fellow for Energy Studies, Baker Institute
Ronald Soligo, Professor, Department of Economics, Rice University

The Belarus Connection: Exporting Russian Gas to Germany and Poland
David Victor, Director, Program on Energy and Sustainable Development, Stanford University
Nadejda Victor, Research Fellow, Program on Energy and Sustainable Development, Stanford University

Liquefied Natural Gas from Trinidad and Tobago: The Atlantic LNG Project
James Ball, President and Chief Mentor, Gas Strategies Consulting Ltd. and EconoMatters Ltd.
Rob Shepherd, Senior Associate Consultant, Gas Strategies Consulting Ltd.

International Gas Trade in Central Asia: Turkmenistan, Iran, Russia and Afghanistan
Martha Olcott, Senior Associate, Carnegie Endowment for International Peace

Algerian Gas to Europe: The Transmed Pipeline and Early Spanish Gas Import Projects
Mark Hayes, Research Fellow, Program on Energy and Sustainable Development, Stanford University

Liquefied Natural Gas From Indonesia: The Arun Project
Steven Lewis, Senior Research Fellow in Asian Politics & Economy, Rice University
Fred R. von der Mehden, Professor Emeritus, Department of Political Science, Rice University

Natural Gas Pipelines in the Southern Cone
David Mares, Professor of Political Science and International Relations, USCD

Liquefied Natural Gas from Qatar : The Qatargas Project
Kohei Hashimoto, President, Institute for New International Political Systems
Jareer Elass, Consultant, Baker Institute
Stacy Eller, Graduate Student Researcher, Baker Institute

Political and Economic Influences on the Future World Market for Natural Gas
Peter Hartley, Chairman, Department of Economics, Rice University
Kenneth B. Medlock, III, Energy Research Fellow, Baker Institute

 

Research Presentations are available on the following pages:

The Geopolitics of Natural Gas: from Today to 2030
Houston, Tx - May 26-27, 2004

Presentation: Geopolitics of Natural Gas
Powerpoint presentation by UC Berkeley - December 3, 2003

Evolution of the International LNG Market
June 23, 2002

 

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