Alexander's Commentary
Change of face - change of phase
A Future?
Climate-Change – Change of Climate
Oil-Around 2013
Finally there: The Campbell’s Atlas of Oil & Gas Depletion
New time arising
Ein heisser Herbst? (A hot Autumn?)
Where is this going? – 3
Where is this going? -2
Where is this going?
Is it important?
A Moment of Truth at Passing
The Iran Hoax
The 2012 Adventure
Solstice Greetings
Taking on the future
A new beginning
Twist and Turn
Shale-gas: just a gas?
Little miracles, big wonders
Unconventional gas
To Peak or not to Peak, is that the question?
Going on ...
Time for change
Economy; What Economy?
Media Noise Windfall Profit
The Winds of Change
Signs of the future?
Reality and Hope
Best Wishes
What goes around, comes around
A throughout, integrated view
Signs of change?
P.P.P. versus Need
Working for climate-change?
Good signs
Contradicting signals
All over again? The difference between perception and reality.
The paradigm, the mind-set and reality
Two minds
Positive inclination
Different values?
The long view
Leaping to the future
New signs of hope?
A message of hope?
Some good news anywhere?
A project gone awry?
Traces of light
Driving the markets II
Driving the markets
Meeting reality
Silence for the storm?
The times are changing
The Theatre
Some Questions, no answers
Ocean carbon sinks and returns
The good news, the bad and the ugly
A President speaks the truth!
Green masks
Saving us with or from bio-fuels?
The good news
Driving the oil-price?
A new dilemma?
Kenya: a new oil-frontier?
Forecasting a trend?
Some early signs for 2008
2007; A year to remember
The good news
A bit of a shock II
Fraud alert - bogus job ads
A bit of a shock
A simple but far-reaching idea
Hype, Realism, Convergence
A touch of globality
Climate change and changing the climate
Refineries, Biofuels and internal demand
Figures, figures & figures
Pipelines, Biofuels & Reserves
Expectation, projections, contradictions.
A box of Pandora?
Changing systems
A dynamical environment
Projections and reality
Changing reality
A different reality II
A different reality
PPP: Prices, poverty and politics
A whirling 2007
The year of shifting balances
One world, two systems?
Oil and development?
The year 2065?
Mixed signals II
Mixed signals
A War on hold?
No Comment
Changing balances
Truth or Deception?
A fresh overview
Bigger picture first
National Interests vs. Shareholders Value
'The Dialogue'
Do we actually need to worry?

National Interests vs. Shareholders Value


One of the highlights in the current oil and gas news is of course the nationalisation of the Bolivian energy (and later mining) industry.

Bolivia, with large gas-reserves and extensive gas exports, has not been able, or allowed, to rise from abject poverty, notwithstanding its valuable resources, and has now declared that its resources belong to the people first who therefore should also reap the benefits from it.

Bolivia is only one in a growing amount of countries that see that free trade, multinational oil-companies, large financial institutions and globalisation may be good for the world, or for share-holders, but that the benefits for them are quite, or very, limited. This seems especially the case with countries that have many resources but are still early on the development ladder of international trade and finance. The result is that we see these countries entering in deals that would not be possible in other parts of the world, often with contracts that are very advantageous for the companies and institutions developing the resources with, in comparison, not much left for the country and its people.

As we can see now, this is a situation that is waiting to be changed in the coming years and decades. Resource-rich countries will wake up quickly to the changing world order and the changing energy environment and subsequently their negotiation-position and put aside "regimes" (financial, legal) that they consider not anymore of this time and not favourable for their country and its people.

It is a sign of the times that this is happening and a wake-up call to a new realism that we are using up ever more resources whilst ever less is there, concentrated in ever fewer countries. These countries will want to take care of themselves first, and develop their potential and that from their people. Because in the end: who cares about some far-away share-holders value if you are living in slums?


As always: responses are welcome at

Alexander's Commentary

Change of face - change of phase

In the period of July 20 till August 3, 2015, Alexander will be out of the office and the site will not or only irreg

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