PESD research fellow Jeremy Carl will be guest speaking at the 7th Nomura Asia Equity Forum on climate policy in China and India and its effects on the global energy market.


Program highlights

  • Main plenary sessions with Keynote, guest & government speakers, panel discussion and corporate presentations
  • Country Focus: China, India, ASEAN, Japan, Europe
  • Sector Focus: Financials, Property, Infrastructure, Alternative Energy & Climate Change, Healthcare, Oil & Gas and more
  • Featuring over 160 Asian and Japanese leading corporates in 1on1 / small group meetings with senior management
  • Access to leading industry analysts, strategists and economists from Nomura
  • Social events to network and enhance mindshare

Marina Bay Sands Resort & Casino, Singapore

616 Serra St.
Encina Hall E415
Stanford, CA 94305

(650) 723-2136 (650) 724-1717
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Jeremy Carl is a research fellow at the Hoover Institution whose work focuses on energy and environmental policy, with particular emphasis on energy security, climate policy, and global fossil fuel markets. In addition, he writes extensively on US-India relations and Indian politics.

Before coming to Stanford, he was a  research fellow in resource and development economics at the Energy and Resources Institute (TERI), India’s leading energy and environmental policy organization.

He is the editor of Conversations about Energy: How the Experts See America’s Energy Choices, and his work has appeared in numerous publications including the Journal of Energy Security, Energy Security Challenges for the 21st Century, Natural Resources and Sustainable Development, and Papers on International Environmental Negotiation.

In addition to his work on energy, the environment, and India, Jeremy has written about a variety of other issues related to U.S. politics and public policy; Jeremy’s work has been featured in and cited by the New York Times, Wall Street Journal, San Francisco Chronicle, Newsweek, South China Morning Post, Indian Express, and many other leading newspapers and magazines. He has advised and assisted numerous groups including the World Bank, the United Nations, and the staff of the U.S. Congress.

Jeremy received a BA with distinction from Yale University. He holds an MPA from the Kennedy School of Government at Harvard University and did doctoral work at Stanford University, where he was a Packard Foundation Stanford Graduate Fellow.

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"In terms of geo-politics, the most difficult and most challenging part of the world in this era, particularly in the aftermath of 9/11, is the broader Middle East," said Zalmay Khalilzad, in a 2010 Payne Distinguished Lecture, "The Struggle for the Broader Middle East: Where We Are and Where We Need to Go." A native of Afghanistan, Khalilzad served as U.S. Ambassador to the United Nations, Iraq, and Afghanistan, and as a senior White House, Defense, and State Department Advisor.

Tracing the dynamic interplay of national, regional, and international forces, he set out five major issues likely to shape the future of the region:

  1. The challenge of militant Islam, resulting from an ongoing crisis of civilization within a once powerful, innovative, and dynamic Islamic world.
  2. Regional disputes, including the Arab-Israeli conflict, the Afghanistan-Pakistan border dispute, and ongoing Indian-Pakistani disputes.  Terming the Arab-Israeli conflict an important shaping factor, Khalilzad said that circumstances were not ready for a settlement.  "Israel wants a process without an outcome and the Palestinians want an outcome without a process," he said.
  3. Rivalry for regional hegemony, including the rivalry between Shia and Sunni Islam and Iran's quest to obtain a nuclear weapon.  In the struggle over Iran's nuclear program, he said, is the potential for a wider regional conflict. Israel could attack Iran's facilities, destabilizing the region, and over the long term, a nuclear Iran would threaten Israel and provoke both state and sub-state proliferation.
  4. Broader political and economic development and democratization efforts. The region's population is growing rapidly, but the educational system prepares the young poorly for the modern world and job prospects are limited, creating discontent and the danger of internal instability.
  5. Extra regional factors, including U.S. policy. Setting a July 2011 timeline to withdraw troops from Afghanistan has had unintended consequences, he said, including increased corruption, as people seek to maximize access to resources now. In Iraq, institution building has been effective, the resource base is there for a power-sharing formula, and Iraq can do quite well. The pledge of U.S. troop withdrawals this summer, however, has led Iraqis to think "we are on our way out" and led them to look to regional actors for support, adding to polarization.

The region remains vitally important, he concluded, given the challenges emanating from it.  "A civilization crisis takes a long time to work itself out," he said, "and although the world is affected by it, we can influence it to a degree, but we have to do so without undermining the more moderate and secular forces for the good."

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Richard Morse led a presentation on China's long term coal import/export balance at the 16th Annual Coaltrans Asia 3-day conference in Indonesia.  A few topics he addressed were:

  • Is the world's largest coal producer on the verge of becoming a net-importer?
  • Import price spreads
  • How and why China's government may intervene in the coal markets
  • Domestic market reform and investment

Coaltrans Conferences organises large-scale international coal conferences which attract delegates from all over the world. It also runs focused regional events, exhibitions, field trips and training courses. It has a reputation for employing the highest organisational standards. In 2010, Coaltrans is running events in Australia, Brazil, China, India, Indonesia, Singapore, South Africa, The Netherlands, The UK, The US, and Vietnam.

Bali International Convention Centre, Indonesia

Richard K. Morse Speaker
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Former U.S. Ambassador to the United Nations, Iraq, and Afghanistan Zalmay Khalilzad delivered a 2010 Payne Lecture, "The Struggle for the Broader Middle East: Where We Are and Where We Need to Go" on May 17, 2010, in FSI's Bechtel Conference Center. A diplomat and strategist, Khalilzad helped organize the first meeting of Afghanistan's parliament, facilitated the ratification of Iraq's constitution, worked actively to quell sectarian violence, and was instrumental in U.N. efforts to address Iran's nuclear program.
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Visiting Assistant Professor Gireesh Shrimali from the Indian School of Business will be presenting work currently in progress at PESD: An examination of the role of the private sector in the diffusion of improved cookstoves through a comparative case study of private-sector commercial operations.  In particular, he will present relevant background, the methodology used in our research, and some preliminary results.

More than 2.4 billion people worldwide rely on traditional biomass for cooking, leading to negative health effects, lost productivity, and environmental harm. Improved cookstoves burn fuel more efficiently, requiring less fuel and resulting in decreased emissions.  Yet after more than twenty five years of effort, mainly by governments and NGOs, there has been little progress in disseminating such stoves more widely. Such programs have generally been less successful than anticipated due to issues of sustainability of subsidies, stove design, marketing and adoption of new stove products and scale of effort.  Increasingly, for-profit models run by the private sector are seen as potential solutions to these problems.  However, the participation of the private sector raises its own set of questions regarding how viable business enterprises can be created to serve lower income consumers.

Stanford University

Gireesh Shrimali Assistant Professor Speaker Energy & Sustainable Development, Centre for Emerging Markets Solutions, Indian School of Business
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Bill Thies described his group's work to develop projects that utilize those technologies that are already present and familiar in poor Indian communities. He focused his talk on three current projects:

Citizen journalism: Chhattisgarh is a state in central India with very low levels of literacy and poor communications infrastructure.  It contains many Gondi speakers, a language that has no written literature. The challenge for Bill's group was to find way for people in Chhattisgarh to share and discuss news in their own language. Radio is not an option because news broadcasts are illegal for all but the government run stations in India.

The team designed a system for mobile phones to be used as a platform for citizen journalism. Working with local NGO media partner CGnet, project Swara provides a simple system whereby anyone can call in and record a news update from their area. Stories are moderated by CGnet's journalists and then can be heard by calling the same number. They are also posted on CGnet's website.

The project is in its early stages, but initial analysis shows that around half the posts are in local languages, providing the very first news outlet in Gondi in any form. Content ranges from reports of social concerns and local news to singing.

Since the system is open to use by anyone, one inevitable concern is the reliability of reports. However, Bill argued that voice gives a level of authenticity that may make people more reluctant, or less able to lie convincingly in their reports. There are also distinct advantages of voice over text, for example the extra information that is gained by hearing the emotion that accompanies words.

Education: Only 14% of schools in India have a computer, and where they are present, they are often under-utilized due to a lack of expertise or familiarity. Older technologies have much higher penetration; 60% of Indian households have a television. Bill's group has begun working with DVD players, which have a penetration of 13% - this is expected to rise to 25% by 2013. They have developed DVDs that contain thousands of Wikipedia entries that can be navigated in a similar way to the chapters of a movie. The DVDs are being piloted with college students in Bangalore who want to do additional research but lack access to PCs.

Healthcare: A quarter of the two million people who die from Tuberculosis each year are Indian. While the disease is curable, treatment requires taking four different drugs, three times a week for a period of six to eight months. A system of directly observed therapy has been put in place in India to ensure that patients take medication. However, the current system means that health workers who perform the checks are only rewarded once a whole treatment cycle has been completed and their interaction with patients is not efficiently tracked. Bill's group has created a biometric terminal for TB clinics which uses a fingerprint reader to verify the interaction between health worker and patient. The day's reports can be uploaded via SMS and the data quickly visualized, enabling better measurement of health worker performance. This is currently being piloted in partnership with the NGO Operation ASHA in two clinics in Delhi.

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The United States and the Muslim World have been at loggerheads on various geopolitical issues over the course of the last century. In facing key global geopolitical and social challenges, the U.S. and global Muslim communities have common interests but the relationships have suffered, particularly since 9/11.

What is the impact of Palestine, Iraq, Iran, and Afghanistan on these relationships? How has the nature of conflict shifted to complicate the dialogue? How should the U.S. government address these issues?

Henry Crumpton, a former career intelligence officer and diplomat, will address the United States' relationship with the Muslim world in a bid to answer the above questions.

This event is co-sponserd by FSI, the Stanford African Students Associated (SASA), Pakistanis at Stanford (PAS), Sanskriti, Coalition for Justice in the Middle East (CJME).

Tresidder Oak West

Henry Crumpton Former Coordinator for Counter Terrorism, State Department Speaker
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The state-owned company Oil and Natural Gas Corporation Limited (ONGC) is India's largest company devoted to exploration and production (E&P). This paper attempts to unpack the dynamic of the government-ONGC relationship. Focusing specifically on how government ownership and control has influenced ONGC's performance and strategy, this paper makes four main arguments.

First, ONGC exists, just as with national oil companies in many other countries, because of a legacy of suspicion about outsiders.  It performed well when it was tasked with things that were not that difficult and when it had help for the more difficult ventures, such as frontier E&P and development.

Second, ONGC has run into trouble as it matured, and the roots of its troubles are mainly in its interactions with the GoI and secondarily in its management.

Third, a slew of reforms instituted since the mid 1990s have fundamentally changed the landscape of the E&P sector in India and the dynamic of government-ONGC relationship. Targeted at improving corporate governance, enhancing competition in E&P, and eliminating price controls, those reforms have had a mixed impact on ONGC's performance and strategy. They also highlight the difficulties the government has had in encouraging higher efficiencies in ONGC and the oil and gas sector.

Fourth, given the deep interconnects of the oil and gas sector with India's political economy, fixing the oil and gas sector essentially entails fixing the larger political economy within which the sector is embedded.

 

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