Research Library

On March 28, 2017, Energy Dialogues organized an event co-hosted with Shell at the Shell Woodcreek Campus in west Houston in which participants from across the oil and gas sector engaged in discussions that centered on three themes: economy, environment, and coalition-building. This report summarizes the day's discussions.

The extent of fuel theft from pipelines in Mexico is now so great that it is becoming a serious financial burden for state-owned petroleum company Pemex and, more broadly, may pose a challenge to the implementation of policies designed to liberalize Mexico's gasoline market, writes postdoctoral fellow Adrian Duhalt.

Fellows Gabriel Collins and Jim Krane argue in this issue brief that despite changes in U.S.-Persian Gulf trade relations, the U.S. retains an enduring interest in preserving political stability and securing oil flows from the region.

OPEC may opt to continue or deepen its oil production cuts at its upcoming May meeting, as a growing number of highly efficient U.S. shale operators now appears able to maintain oil production — and even expand it — at prices that likely are unsustainably low for many major exporters’ national budgets, writes energy fellow Gabriel Collins.

Tony Payan, director of the Baker Institute Mexico Center, testified on transnational labor flows and commerce at an April 10, 2017, hearing of the Texas House Committee on International Trade and Intergovernmental Affairs.

The recent energy reform in Mexico is the most radical institutional change the country has experienced since the nationalization of the oil industry in 1938. The authors of this paper outline how this major reform was accomplished, examining its primary supporters and detractors, the multi-dimensional interests at play, and the negotiation strategies used. They also analyze the quality of the prior deliberation process in order to determine the degree of legitimacy of the reform.

The oil production targets agreed to at the November 30, 2016, OPEC meeting have created the firmest prospect in the past two years of a meaningful oil price recovery. If WTI prices rise and stabilize in the $60/bbl range, how fast can U.S. shale producers respond? This brief addresses the question and highlights the challenges U.S. unconventional liquids producers will likely face during a scale-up. It also points out price and timing inflection points likely to broadly influence industry decision-making.

The authors describe five high priority challenges that must be overcome to accelerate the beneficial use of produced and other non-fresh water sources brought to the surface during oil and gas production.

Criminal extortion is on the rise in Mexico, particularly along the northern border states. Author Gary Hale shows how this trend has fueled government corruption, with officials implicitly or explicitly aiding organized crime groups as they extort businesses and citizens.

President Barack Obama’s visit to Argentina launched new bilateral relations in which traditional diplomacy was widely displayed with the signing of agreements in economics, energy, climate change, multilateral cooperation, global health, democracy, human rights, security and defense.