The Shifting Geopolitics of Oil and Gas
Mr. Book is Managing Director, Research, at ClearView Energy Partners, LLC, an independent research firm that serves institutional investors and corporate strategists. Mr. Book’s primary coverage areas include oil, natural gas, coal and refined products.
Mr. Book appears frequently within print and broadcast media, contributes to policy forums convened by government and private organizations and meets with top Washington decision-makers. Mr. Book has also testified before several House and Senate Committees.
Mr. Book is a member of the National Petroleum Council, a self-funded advisory body to the Secretary of Energy, and a nonresident Senior Associate with the Energy and National Security Program at the Center for Strategic and International Studies.
Prior to co-founding ClearView, Mr. Book worked as a senior energy analyst for a national investment bank. He holds an M.A. in law and diplomacy from the Fletcher School of Law and Diplomacy and a B.A. in economics from Tufts University.
Sarah Emerson is the President of Energy Security Analysis, Inc (ESAI), an independent energy research and forecasting firm located just outside of Boston, Massachusetts. Ms. Emerson joined ESAI in 1986. As Managing Principal of ESAI Energy, which is responsible for the Petroleum and Alternative Fuels consulting practice, she has developed many of ESAI’s proprietary analytical tools for assessing the liquid fuels markets and forecasting oil prices. ESAI Energy provides research and forecasting support on a retainer consulting basis to over 75 energy companies around the world. In addition, the firm undertakes bespoke consulting projects for dozens of companies each year.
Over the course of her career, Ms. Emerson has supervised the development of an empirical source database of monthly oil data that cover the period January 1978 to present for every country in the world with particular focus on non-OECD countries. This data base is used by energy companies all over the world, and the data appear in third party publications such as the BP Statistical Review. More broadly, she has conducted industry studies on a wide range of topics, such as the market for Natural Gas Liquids, the transfer of pollution in energy trade, the profitability of Asian refining, the outlook for global automotive fuel markets, the global market for heavy crude oil, and the future of the Russian refining industry. In 1992, she published the first description ever available in the West of the Russian refining sector.
Ms. Emerson has testified before the U.S. Senate Energy Committee on oil markets and before the ICC and ICSID in energy sector arbitrations. Recently, she presented to the Department of Commerce with regard to the export of processed condensate.
In addition to her market analysis and forecasting activities, Ms. Emerson has been an adviser to the U.S., Japanese and Indian governments on energy security issues. She publishes articles in scholarly journals, the energy trade press, and is frequently quoted in the daily press. Ms. Emerson was a 2004 Key Women in Energy Honoree. In 2004 and 2005, she was the Repsol-YPF Senior Fellow at the Center for Business and Government at Harvard University where she conducted research on the oil markets and energy policy. Ms. Emerson received her B.A. from Cornell University and her M.A. from the Johns Hopkins University Nitze School of Advanced International Studies.
Ms. Emerson is a member of the Cornell University Council, a trustee for the Pingree School and a member of the executive committee of the Andover Coalition for Education. She resides in Massachusetts with her husband and two sons.
Paulina Mirenkova, IHS CERA Associate Director, Russia and Caspian Energy, focuses on energy, energy transportation systems, and regional economic development in the Former Soviet Union (FSU), with Central Asia in particular. She also writes on the political and investment climate in the region. Her most recent research includes oil developments in Kazakhstan, economics of Kashagan, Ukrainian energy developments, analysis of Kazakhstan’s oil export transportation routes, and regional use of natural gas in transportation. Prior to joining IHS CERA, Ms. Mirenkova worked as a quantitative analyst with an asset management firm in Boston. She is fluent in Russian and Japanese. Ms. Mirenkova holds two bachelor's degrees from Northeastern University and a Master's Degree in International Relations from the Fletcher School of Law and Diplomacy at Tufts University.
Dr. Barbara Kates-Garnick (Moderator)
Barbara (Bobbi) Kates-Garnick has had an extensive career in the energy, environmental and clean technology fields that has spanned both the public and private sectors. Over the course of that career she has worked as a leading decision maker in state government and as an officer of a Fortune 300 utility company; the developer of a start-up venture that became a premier national energy supplier; a management consultant on a wide range of strategic consulting engagements in the energy and environmental fields as well as media outreach on complex public policy issues; advisor to a major research university with a focus on clean technology, entrepreneurship and innovation that resulted in the establishment of a major clean tech incubator in New York City; and adjunct professor of economics. In addition, Bobbi is an actively engaged board member on both for-profit and non-profit boards.
Kates-Garnick's private sector achievements include serving as an officer at KeySpan where, as corporate affairs vice president, she developed energy policy strategy and directed the governmental communications and community relations teams. She also founded the New England office of New Energy Ventures, a successful electric supplier that now operates nationally as Constellation NewEnergy.
A resident of Boston's South End, Kates-Garnick earned an undergraduate degree in political science at Bryn Mawr College, and a PhD at Tufts University's Fletcher School of Law and Diplomacy.