#CNAS_Econ and guests are now live to discuss energy markets and geopolitics. Join us to answer our questions or ask us yours.

@afeng79
@SamDorshimer
@petereharrell
@AEineman
@reziemba
@johnwalshhughes
@NeilBhatiya
@GoldmanZachary
@edwardfishman
@esaravalle
@elinaribakova
@RichardMNephew
@robinenergy
@KFJ_FP
@BrianJScheid
@MBazilian

Energy markets have collapsed in the relatively recent past as a not-terribly-tight market was exacerbated by economic closures, including shrinking energy demand, in response to Covid-19, and a Saudi-Russian led producer war.

This has lots of us wondering about what this will mean for political and economic stability all over the world. I’ve got some questions for the #CNAS_Econ team and friends about where we go from here. Throwing out some questions to get at that…

http://1.How  do you rank the drivers that got the energy market to its current state of collapse? What’s most important? Most lasting? #CNAS_Econ

2.What does the U.S. role in the recent OPEC+ agreement to cut oil production say about U.S. leverage in global energy markets? #CNAS_Econ

3.What countries do you think will come out of the current market conditions as the biggest winners/losers? #CNAS_Econ

Despite the fact that Saudi will be drawing heavily on cash reserves to manage budget shortfalls from this situation, it has the cash to do that. Not so for most other oil reliant countries. Also, it has the ability to borrow. Pay the piper later.