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1、ENERGY2020NorthAmerica,theNewMiddleEast?CitiGPS:GlobalPerspectives&Solutions20March2012EdwardLMorseEricGLeeDanielPAhnAakashDoshiSethMKleinmanAnthonyYuenCitiisoneoftheworld’slargestfinancialinstitutions,operatinginallmajorestablishedandemergingmarkets.Acrosstheseworldmar
2、kets,ouremployeesconductanongoingmulti-disciplinaryglobalconversation–accessinginformation,analyzingdata,developinginsights,andformulatingadviceforourclients.Asourpremierthought-leadershipproduct,CitiGPSisdesignedtohelpourclientsnavigatetheglobaleconomy’smostdemandingc
3、hallenges,identifyfuturethemesandtrends,andhelpourclientsprofitinafast-changingandinterconnectedworld.CitiGPSaccessesthebestelementsofourglobalconversationandharveststhethoughtleadershipofawiderangeofseniorprofessionalsacrossourfirm.Thisisnotaresearchreportanddoesnotcons
4、tituteadviceoninvestmentsorasolicitationtobuyorsellanyfinancialinstrument.CitiGPS:GlobalPerspectives&Solutions20March2012EdwardLMorseEdMorseisaManagingDirectorandtheHeadofGlobalCommoditiesResearchat+1-212-723-3871CitigroupGlobalMarkets,Inc.inNewYork.Hepreviouslyheldsimi
5、larpositionsated.morse@citi.comLehmanBrothers,LouisCapitalMarketsandCreditSuisse.Widelycitedinthemedia,heisacontributortojournalssuchasForeignAffairs,theFinancialTimes,TheNewYorkTimes,andTheWashingtonPost.HeworkedintheUSgovernmentattheStateDepartment,andlaterwasanadvis
6、ortotheUnitedNationsCompensationCommissiononIraqaswellastotheUSDepartmentsofState,EnergyandDefenseandtotheInternationalEnergyAgencyonissuesrelatedtooil,naturalgasandtheimpactoffinancialflowsonenergyprices.AformerPrincetonprofessorandauthorofnumerousbooksandarticlesonen
7、ergy,economicsandinternationalaffairs,EdwasthepublisherofPetroleumIntelligenceWeeklyandothertradeperiodicalsandalsoworkedatHessEnergyTradingCo.(HETCO).EricGLeeEricLeeisaresearchanalystwithCiti'sCommoditiesStrategygroupinNewYork.He+1-212-723-1474coversfundamental,macroe
8、conomicandgeopoliticalresearchofglobalcommodityeric.g.lee@citi.commarkets,withafocusonoil.PriortojoiningCiti,Ericrece
