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Oscar Carbajal

Mr. Oscar Carbajal

Oil & Gas Investment Analyst, Latin American Consultant

What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Member of the Natural Resources Council

Council Member Biography

Oscar Carbajal is an Independent Energy Consultant with a consulting practice in London, UK. An attorney with a doctorate in international economic relations, Mr. Carbajal has been providing consulting services to investment banks and hedge funds for many years. His areas of expertise cover the oil & gas sectors (upstream, midstream, and downstream) and associated industries. Mr. Carbajal has expertise in assisting clients with global energy qualitative and quantitative analysis, macro investment analysis, investment strategy, and legal and regulatory issues including the driving forces affecting investment and development decisions, in particular geo-political implications. He has expertise in mergers and acquisitions, corporate risk assessment, and strategic market issues including forecasting, planning, and corporate development. (This is me - Update Profile)


Employment History

2006 - Unspecified
Oil & Gas Investment Analyst, Latin American Consultant

GLG NewsSM Analyses by Oscar Carbajal(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

Brazil's biofuels: making an entrance

August 21, 2007

Petrobras budgets $1.5 billion for biofuels in 2008-12 | www.ogj.com

The recent Business Plan announced by Petrobras for 2008-2012 makes us speculate on the huge and diverse business opportunities in the energy sector in Brazil on one hand and wonder how the country intends to attract more foreign investment. We take a look at the biofuels subsector and Petrobras's role in the Brazilian energy matrix.

Chavez bows out of 8,000km Gasoducto del Sur (Southern Gas pipeline)

July 31, 2007

Expert: Venezuela, Brazil still negotiating pipeline - Regional | www.bnamericas.com

BN Americas reports today that Venezuela’s President Hugo Chavez has frozen plans to build the Gasoducto del Sur (an 8,000km - $20b gas pipeline that would bring natural gas from Venezuela to Argentina through Brazil and Uruguay) but that he is still negotiating a bilateral agreement to sell natural gas to Brazil. Is this really true or is it another bluff to save face?

Energy crisis in Argentina: can anyone predict the future ahead? Part II

July 31, 2007

Cristina Fernández: The honeymoon is already over | www.ft.com

Following a previous article we explain the reasons why in our opinion we believe tariffs in the energy sector will increase. Whilst most analysts think the crisis obeys mainly to a regulatory snag we do not believe the problem to be as simple as that. Introducing new regulations or even reformulating policies when problems and solutions are obvious is not so difficult, the difficulty arises when politicians are faced with the complexity of accountability, to themselves and their own ambitions in the first place and to voters in the second. Do they really want to solve the problems or do they use them to keep themselves in power longer?

Energy crisis in Argentina: can anyone predict the future ahead?

July 30, 2007

Cristina Fernández: The honeymoon is already over | www.ft.com

Argentina's current first lady is likely to win the presidential general elections to be held in October in her country. Will her political platform be any different from her husband's? Will she be able to bring the energy crisis to an end? In this article we look at the political implication faced by energy investors in Argentina.

Is Exxon Mobil's marketshare declining?

July 30, 2007

Exxon Mobil Profit Falls to $10.26 Billion | www.nytimes.com

However uninspiring Exxon Mobil’s recent market performance may have been compared to the previous one, one should not lose sight that this has been the fourth-largest quarterly profit ever recorded by a publicly traded U.S. company.

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