| | | You are receiving this as part of your subscription to Oil & Energy Investor. To remove your email from this list, unsubscribe here. | | | | | | | Wednesday, October 30, 2019 | My London Briefing on the Goings On In the South China Sea
By Dr. Kent Moors | I am now well into an important series of six private meetings here in London that are redefining the dimensions of energy investment strategies worldwide.
Despite the changes in global perspective and the tides of international events, the city has remained the primary location to go for development of energy finance. On this trip, the scope of my sessions encompasses the following:
- Implications from Brexit (now, as of a Parliamentary decision yesterday delayed by the first December British general election in a century)...
- Prospects from some major renewable energy initiatives in North Africa...
- Expanding questions surrounding an Initial Placement Offer (IPO) for a minority position in Saudi oil giant Aramco...
- The Baltic attempt to diversify energy sourcing away from Russia...
- An attempt to determine risk factors amidst rising Persian Gulf tensions, and...
- My briefing on the South China Sea (SCS) crisis.
I will have more to say on the first five in various forthcoming analyses and alerts both here and in my premium subscriptions.
But today I want to bring you up to date on that last point - the SCS situation.
As with the meeting on the Persian Gulf, the briefing was held at 1 Paternoster Square (the building on the left in the photo below), directly across from the London Stock Exchange and in the very shadow of St. Paul's Cathedral.
Paternoster Square, London
Photo: paternosterinfo.com
The assembly - including energy finance folks, lawyers, company execs, government policy officials, and representatives of various countries - was primarily interested in receiving advice on how the crisis would affect oil and other shipping rights.
Answers would have a rather direct impact on crude oil transport pricing and, in some cases, likely availability period.
It is also going to provide us with some interesting investment moves moving forward (so stay tuned for information on that).
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| | | | |  | | Tiny U.S Defense Contractor Set to Foil China's Assassin's Mace | | The South China Sea is about to get violent, and the Chinese have an alarming new superweapon they think gives them the upper hand. Or at least that's what their war hawks think. But they couldn't possibly be more wrong. Thanks to a small $6 defense contractor with a top-secret technology, the Pentagon has an ingenious new checkmate move designed to stop a Chinese sneak attack dead in its tracks. It's straight from the pages of a science fiction novel... and it's HUGE! | | | | | | | Please do not reply to this email. It was sent from an unmonitored mailbox.
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