WSJ Feature–What Will the U.S. Energy Industry Look Like Over the Next Five Years?
Sarah Emerson, Principal at ESAI Energy discusses shale’s impact on prices, where OPEC is headed and more with other industry experts in the Wall Street Journal, November 15, 2015.
Low fuel prices and new climate policies are rapidly transforming the American energy sector, while escalating wars in the Middle East and a nuclear deal with Iran are clouding the global oil picture.
To get a sense of what the energy future may hold, The Wall Street Journal reached out to three experts in energy and geopolitics: Amy Myers Jaffe, executive director of energy and sustainability at the University of California, Davis; Sarah Emerson, principal at ESAI Energy and president of Energy Security Analysis Inc.; and Meghan O’Sullivan, the Jeane Kirkpatrick professor of the practice of international affairs and director of the Geopolitics of Energy Project at Harvard University’s Kennedy School of Government. Here are edited excerpts.
To see what how ESAI Energy correctly forecasted the current oversupply in the oil markets and OPEC’s response see our July 2013 Global Crude Insight that was distributed to our clients please contact Ken Downey.