Oil in the Crosshairs: Energy as an Enabler and a Target in Modern Military Strategy

Event Status
Scheduled

Clay Seigle

Energy & Geopolitical Risk Strategist
 

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Speaker Biography:

Clay Seigle is an experienced energy industry analyst specializing in market intelligence, global energy security, and political risk. His professional expertise lies in interpreting market and policy dynamics for executives, investors, and general audiences.

Clay has recently lectured on energy security at events hosted by The Atlantic Council, The Brookings Institution, The International Energy Forum, The King Abdullah Petroleum Studies and Research Center (KAPSARC), The Baker Institute at Rice University, and the International Association for Energy Economics.

Previously, Clay led the global oil advisory service at Rapidan Energy Group. Prior to Rapidan, he held analytical and leadership roles at Vortexa, Genscape, Maxar, IHS, Enron, and the US Department of Energy.

Clay has appeared as a commentator on CNBC, CNN, and Bloomberg Television and contributed to Petroleum Economist. His insights have been featured in The New York Times, The Wall Street Journal, The Houston Chronicle, Reuters, and Sky News.

He holds a master’s degree in international relations and economics from The School of Advanced International Studies (SAIS) at Johns Hopkins University and a bachelor’s degree in government from the University of Texas at Austin.

Clay serves on the Board of Directors at the Houston Committee on Foreign Relations and is a past Vice President of the US Association for Energy Economics.

Abstract: 

Promoting energy security in an unstable world will be an immediate priority for the incoming US presidential administration, with important implications for national security, economic prosperity, and financial investments worldwide. Active major wars in the Middle East and eastern Europe have potential to undermine the security of global oil and gas supplies and their paths to market. Predictably, energy assets have already come “into the crosshairs” of military planners in these conflicts, just as they have in nearly every major war during the past 100 years. The way in which these active wars conclude – or spread – could determine the relative security of energy flows for years to come. Ukraine’s campaign of long-range drone strikes against Russian refineries has so far not caused a fuel shortage for the Russian armed forces. But improved warhead payloads and more creative target selection could reshuffle the deck on the battlefield, with implications for global distillate and gasoline markets. In the Middle East, an Israeli first strike against Iran’s vulnerable oil industry would greatly pressure Tehran and potentially provoke a retaliation affecting oil and gas exports from the Arabian Gulf.

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Date and Time
Nov. 19, 2024, 12:30 to 1:30 p.m.
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