The Stanford Program on Energy and Sustainable Development (PESD) is concluding a major study aimed at understanding the future role for natural gas in the rapidly growing economies of China and India. On June 4-5, 2007 PESD will convene a meeting at Stanford to present the results of the study and engage with participants from industry and academia on the implications of this work for global energy markets.

PESD has partnered with leading regional research centers in both China and India to construct detailed assessments of the key drivers for future gas demand in both countries. At the June meeting PESD and its research collaborators will share results from the natural gas study and explore the study's broader implications on China and India's role in the future world energy market. Meeting participants will include representatives from government, industry, academia, and non-government organizations from the United States, China, India, Europe, and others.

Panels at the meeting with focus primarily on the implications of the study on larger questions of energy and global geopolitics, including:

§ Competitiveness of natural gas vis a vis coal in the power sector

§ Geopolitical implications of major supply projects

§ Regulatory reform and pricing

§ Implications for CO2 and climate change

Bechtel Conference Center

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Professor David G. Victor presented on the future of natural gas in India at the Observer Research Foundation in Delhi. His presentation showed how global gas prices, demand from China, domestic coal prices, and industrial demand in India will shape future use of natural gas in the country's fuel mix. Favorable regulation will be needed to keep natural gas competitive in India.
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The PC business is one of the most aggressive in the world, with operating efficiency a critical factor for success. At the time of the HP/Compaq merger in 2000, both PC businesses were losing money. Now, seven years later, HP has reported a record first quarter for PCs, generating $8.7B in revenue, a 17% year over year growth and delivering 4.7% in operating profit, representing 0.8pt improvement year over year. So, what operating model has HP used to accomplish this turnaround and be ranked #1 in the world today? How are resource deployment decisions made? What are the key supply chain considerations? How does the company manage P&L and balance sheet tensions? How will HP continue to stay ahead?

As Vice President and General Manager for HP's Consumer Desktop PC Business Unit, Richard Walker is responsible for a global business that provides desktop PCs and digital entertainment centers to consumer markets. Immediately prior to his current assignment, Richard was Vice President of Emerging Markets, responsible for developing long term strategic growth plans for HP's targeted list of emerging countries, with an initial focus on Brazil, Russia, India and China (BRIC). Richard received his bachelor's degree in business from Sheffield Hallam University, Sheffield, England. He also serves on the advisory boards for R&D Logic, a San Mateo based life sciences company; Pacific Peninsula Group, a Menlo Park property development company, and SPRIE at Stanford University.

Philippines Conference Room

Richard Walker Vice-President & General Manager, Consumer Desktop PCs Speaker Hewlett-Packard
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Michael A. McFaul
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U.S.-Russian relations offer one bright counter to the otherwise gloomy and complex set of issues facing American foreign policy makers after the September 11 terrorist attacks. Russian President Vladimir Putin was one of the first foreign leaders to speak directly to President Bush to express his condolences and offer his support for the American response. He followed these rhetorical pledges with concrete policies, including military and humanitarian support to the Northern Alliance in Afghanistan and Russian acquiescence to American troops in Central Asia.

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Michael A. McFaul
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Michael A. McFaul - Critics of the American-led wars in Afghanistan and Iraq cited the violation of state sovereignty as their chief concern. Invoking the United Nations Charter, opponents of these wars warned that American violation of Afghan and Iraqi sovereignty was illegal, immoral, and threatening to international order.
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Michael A. McFaul
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Michael A. McFaul - It is absolutely vital that the new regime in Afghanistan succeed. Afghanistan is our new West Germany. The new regime there must stand as a positive example to the rest of the region of how rejection of tyranny and alliance with the West can translate into democratic governance and economic growth. And the United States must demonstrate to the rest of the Muslim world that we take state construction -- democratic construction -- as seriously as we do state destruction. Beyond Afghanistan, the [Bush] administration must develop additional, non-military tools for fighting the new war. To succeed, the United States will need its full arsenal of political, diplomatic, economic and military weapons. Bush's statements suggest that he understands this imperative. Bush's budget, however, suggests a divide between rhetoric and policy.
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