Analysis

NARCO Analysis September 2014 Part #2

2014/09/24

Sometimes it’s unfortunate to have been right. In last week’s North Africa Round Up, I noted that the continued fracturing of jihadi groups in North Africa could result in “outbidding.” In particular, a new group, “The Caliphate’s Army in the Land of Algeria”.

NARCO Analysis September 2014 Part #1

2014/09/05

If Libya continues on its current trajectory, it will find itself in a very strange situation indeed. The early phases of civil war have raised the levels of violence in Benghazi and Tripoli as high as they were during the peak of the conflict to overthrow Muammar Qadhafi’s government in 2011.

NARCO Analysis June 2014

2014/06/28

I was shanghaied to Nigeria last week, but now that I’m back in the US I want to address the speculation regarding the prospects for Algeria’s upcoming oil and gas licensing round. The September round, in which 31 blocks are available, is the first round in four years and it is the first round to be conducted under the 2012 hydrocarbons reform law.

NARCO Analysis May 2014

2014/05/28

It’s taken me longer than I hoped to get out a Libya note, but travel and tending to clients took priority. Just a couple of quick thoughts on Libyan politics, the hydrocarbons sector, and regional ramifications.

NARCO Analysis April 2014 Part #2

2014/04/19

As expected, Algeria’s presidential election was largely a non-event, but now that it’s over, the really interesting stuff happens. On the political level, President Abdelaziz Bouteflika has to appoint a prime minister and he will likely shuffle key cabinet posts. How he does so and who he picks will shed light on a persistent question: did the election finally resolve or simply prolong Algeria’s festering political feud?

NARCO Analysis April 2014 Part #1

2014/04/08

I’m happy to share a recent New York Times Op-Ed on US Secretary of State John Kerry’s trip to Algiers last week.

It was published wearing my DoD hat so I was on a shorter leash than usual.

Separately, NARCO is preparing a Multiclient Report offering that addresses Algeria’s post-election developments and likely trajectory. A lot is at stake for politics, security, Sonatrach and the commercial environment.

NARCO Analysis March 2014

2014/03/18

I’ve been ambivalent about writing something about Libya. On the one hand, separatists in Cyrenaica realized their dream ever since the revolution of marketing their own oil, and Islamists in the General National Congress (GNC) in Tripoli realized their dream ever since his election of ousting Prime Minister Ali Zeidan. Big stuff, no doubt.

NARCO Analysis January 2014 Part #2

2014/01/21

The Justice and Construction Party (JCP), the Muslim Brotherhood’s political party in Libya, has allegedly quit Prime Minister Ali Zeidan’s government. The JCP had five ministers in the cabinet, including most importantly, Minister of Oil and Gas Abdulbari al-Arussi.

NARCO Analysis January 2014 Part #1

2014/01/16

Algeria was quiet over the holidays (with the exception of firecracker skirmishes this week celebrating the Prophet’s birthday), but the political scene may be getting more lively (or just the opposite) in the next couple of weeks. The last deadline for announcing presidential elections, which are anticipated for April, is Friday (or Saturday according to some sources). President Abdelaziz Bouteflika returned from yet another trip to Paris for medical reasons on 16 January just in time to allow him to authorize Algeria’s electoral body to launch the 90-day campaign season.

Pages

NARCO CLOSEHOLD

NARCO CLOSEHOLD is timely, actionable analysis derived from discreet sources. NARCO CLOSEHOLDs are crafted as events merit. They are available to NARCO's subscription and retainer clients and on a case-by-case basis.

Request More Info