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By Jennifer Warren on May 28, 2013 with no responses

Financial Aspects and Economics of Energy Resources — Introducing Markets and Routes

Introducing Markets and Routes

Greetings — I’m Jennifer Warren, the latest columnist for Energy Trends Insider.

My space involves financial aspects and economics of energy resources and markets.  The areas of natural resources, the environment and sustainability are also of importance to me. Dissecting global trends that criss-cross these subject areas are fair game, when appropriate. Much of my prior work has a research-based orientation or underpinning, with the goal of delivering actionable insights or context for decision making.

An overall theme in my work is understanding how complex systems interact —  with energy being a vast subject to analyze. And incidentally, energy producers and innovators surround me in Dallas. The many wind, natural gas and oil producers here have influenced my thinking, with my most trusted sources graciously spending countless hours of interview time with me.

Energy Background

But first, a little about how I got involved in energy.

In 2002, my work with an academic institution led to the creation of a faculty research website, where the finance department produced outsized amounts of research. My work in energy began then. I realized energy was the most global industry sector that existed, with players spanning from the most sophisticated to the true-grit entrepreneurs to the brilliant financial economists I had the privilege of interviewing. Here was a field that one could spend their lifetime exploring. Being exposed to cutting edge research has definitely given me the impetus and curiosity to apply this line of thinking to the world of energy.

In 2008, I had the good fortune to pitch and write one of the early pieces about the Barnett Shale, which was a precursor to the natural gas revolution sweeping the globe. That same year, Far Eastern Economic Review published my piece on China’s energy portfolio and green prospects, which was later translated into Chinese. Over the years, “translating” the work of two top finance professors offered me the opportunity to parse oil markets, peak theories and infrastructure development in India and China.

As natural gas exploration accelerated and changed America’s energy perspective, I began looking at the global implications, writing a number of pieces for Lloyd’s List, one of the oldest running publications around (circa 1734).

India had also been on my radar, and I teamed up with Dr. Andrew Chen, a distinguished professor of finance and one of the most prolific finance researchers on the globe. Dr. Chen had an interesting securitization idea for infrastructure development. We collaborated on research papers about India’s infrastructure and development (Journal of Structured Finance), Africa (World Bank essay) and China’s energy and water infrastructure in The Chinese Economy. In our last venture, green and efficient energy and water infrastructure in China and India was the topic, the energy-water-climate nexus. We merged his capital markets idea and my interest in reducing carbon emissions and using energy and water resources more efficiently. The economic growth and development trajectories of China and India warrant massive funding alongside the need to grow more sustainably.

Interests and Experience

My interests are a compilation of my experiences and vice versa. When I was studying at the University of Denver, my insatiable interest in global affairs emerged.  It was the height of the Cold War. So I studied Russian and wrote about China becoming more capitalistic or gave speeches about Reagan’s “Strategic Defense Initiative” during my business degree coursework. Then came master’s studies about the European Union — its history, economics, policy frameworks and politics — at the London School of Economics, in its first-time offering of this coursework. Sitting among forty or so Europeans, Brits, a few Americans, and even a Greek and Cypriot student, was an immersive experience revealing the importance of history as context for understanding issues.

My first job was in the financial services industry researching heath care policy, economic and demographic analysis, writing pitch documents for deals and think pieces, and writing virtually everything that left the firm’s doors. Working with a leading firm in a highly competitive landscape kept one on their game. Then in 1996, I set up my shop, Concept Elemental, a quasi-communications and knowledge work venue. During the early years, I began writing about economic developments in China for a global firm setting up the first joint ventures in China. My former employer had also become a client, and after another decade of industry experience, I developed a knowledge site about financial and investment matters from 2007-2010.

In the recent past, I served as President/CEO of the Dallas Committee on Foreign Relations, starting a blog on geopolitics and global affairs topics, but focusing on energy and resource topics as I could. After the Arab Spring got underway, a number of Middle East, terrorism and counterterrorism experts and diplomats peppered our programming. Then came Mali’s plight and North Africa’s terrorists, water security, emerging and frontier economies, and infrastructure finance panels.

Conclusion

I intend to be in the middle of, or on the edge of, energy developments based on the themes above, and offer micro- and macro-level analysis on energy topics as they arise. Energy markets and matters have multiple influencers. I envy the specialist, but relate to the dragonfly, with its eyes wrapped around its head, flying in six directions (but not at the same time).

Basically, I take a pragmatic, studied approach to my work and attempt to apply novel thinking. Thanks for your patient attention. Looking forward to all things energy…

Jennifer