@fmonaldi

Director, Latin America Energy Program & Wallace S. Wilson Fellow @CES_Baker_Inst @BakerInstitute @RiceUniversity | International Faculty @IESA | 🇻🇪 🇦🇷 🇮🇹

 Houston, TX
bakerinstitute.org/experts/francisco-j-monaldi/
Joined August 2010
  • Tweets44.7K
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  • Followers47.8K
1.5KMedia
Please check my op-ed for @AmerQuarterly of the @ASCOA Without Institutional Change, Venezuela’s Oil Bonanza Remains Unviable americasquarterly.org/articl… @BakerInstitute @CES_Baker_Inst

Without Institutional Change, Venezuela’s Oil Bonanza Remains Unviable

Sanctions relief, a democratic transition, and deep reforms are essential to recover production.

americasquarterly.org
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Guillermo Arcay Finlay
@GuillermoArcayFOct 16
Volvió CADIVI y su corrupción. En 9 meses de 2026 se fugaron casi 2 mil millones de dólares en diferencial cambiario que se le regala a amigos, familia y a quien Delcy quiera comprar. Esta vez los bancos tienen margen para decidir a quién regalarle el dinero (y el rabo de paja). Y así Delcy esta logrando meter a la élite financiera en su barco. Estar con Delcy es recibir permiso de saquear al país. La unificación cambiaria acabaría con esto, y debe suceder inmediatamente.
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Hanno Lustig
@HannoLustigOct 16
You could teach a whole semester class just refuting all of his clownish claims about economics. But, surely, one day, he's going to realize that the only way for France to preserve its welfare state is for its for GDP to grow. Just hope that the French electorate doesn't put him in charge between now and then.
Clash Report
@clashreportOct 11
French Presidential Candidate Jean-Luc Mélenchon: Gross domestic product. I dig a hole, GDP goes up. I fill it in, GDP goes up. I get into my car, drive into a wall, GDP goes up because we have to rebuild the wall and repair the car. GDP is just a monetary valuation.
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Francisco J. Monaldi
@fmonaldiOct 12
Join us! Next week. @CES_Baker_Inst
Andy Critchlow
@baldersdaleOct 12
Join me and the @DowJones team for the Dow Jones Energy Forum in New York 🇺🇸 next week Oct 21. The biggest single day oil, gas and energy conference in the world. Line up includes: 🇰🇼 Sheikh Nawaf Saud Al-Sabah, Deputy Chairman and CEO, Kuwait Petroleum Corporation 🇦🇪 Musabbeh Al Kaabi, CEO, Upstream, ADNOC 💲 Marc Rowan, CEO, Apollo Global Management 🔋 Brian Gilvary, Chairman, INEOS Energy 🏗️ Michael McKelvy, Chairman and CEO, McDermott International ⚡️ Tim Cawley, CEO, Con Edison, Inc 🛢️ Ben Marshall, President and CEO, Vitol Americas 💹 Trabue Bland, SVP, Futures Exchanges, Intercontinental Exchange 🏦 Natasha Kaneva, Head of Global Commodities Strategy, JP Morgan 💲 David Foley, Global Head, Blackstone Energy Transition Partners ⛏️ Jimmy Brock, Chairman and CEO, Core Natural Resources 🚢 Dawn Miller, Chief Commercial Officer, Lloyd’s Americas 🛢️ Michael Cohen, Chief Economist, Americas and Head of Oil and Gas Insights, BP 🇻🇪 Francisco J. Monaldi, Director, Latin America Energy Program, Baker Institute for Public Policy, Rice University 💹 Doug Peterson, Former President and CEO, S&P Global 🛢️ Lars Nicolaisen, CEO, Rystad Energy 🏁 Audi F1 Team djenergyforum.dowjones.com/

Dow Jones Energy | October 21, 2026

Join top executives, investors and policymakers at the invitation-only Dow Jones Energy Forum in New York City.

djenergyforum.dowjones.com
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Francisco J. Monaldi
@fmonaldiOct 12
Un gran gusto ser entrevistado por @LeonKrauze y colaborar de nuevo con @Letras_Libres
León Krauze
@LeonKrauzeOct 12
La lucha por la energía -sobre todo el petróleo- determina buena parte de nuestro mundo. En #Ciberdialogos de @letras_libres tuve una fascinante conversación con @fmonaldi, uno de los mayores expertos del mundo en este tema central. Los invito a ver la entrevista, aquí: youtube.com/watch?v=Qoipk03a…
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Francisco J. Monaldi
@fmonaldiOct 13
Producción de Venezuela estancada,
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Xavi Ruiz
@xruiztruOct 16
Brazil, a country with a striking North vs South divide.
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Ecoanalítica
@ecoanaliticaOct 16
#GraficoDeLaSemana 📊 El crédito bancario en Venezuela representa apenas el 3,4% del PIB, abismalmente lejos de Chile (75,3%) o Colombia (46,1%). Con un encaje legal de ~73% y penalizaciones de hasta 144%, la política del BCV inmoviliza la liquidez y frena el financiamiento productivo. Lee el análisis completo en el enlace ⬇️ instagram.com/p/Dejy9_cFctY/…
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Miles Kimball
@mileskimballOct 16
This is an amazing graph. h/t @noahpinion mail.google.com/mail/u/0/?ui…
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The 2026 Iran conflict may be a market reset, not a temporary oil shock. Rajendran and York explain why Hormuz, inventories, and supply optionality could keep the price floor higher. Read the chapter ⤵️ issuu.com/mh183/docs/energy_… #OilMarkets #EnergySecurity
Oil pumpjacks silhouetted against a sunset with text about the mid-2026 global oil market outlook and Iran conflict impact.

ALT Oil pumpjacks silhouetted against a sunset with text about the mid-2026 global oil market outlook and Iran conflict impact.

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Xavi Ruiz
@xruiztruOct 16
Over the past decade, South America has experienced dramatic political changes, with voters repeatedly shifting between left-wing and right-wing governments.
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Letras Libres
@Letras_LibresOct 16
León Krauze conversa con Francisco Monaldi, especialista en política y economía energética, sobre el presente y el futuro del petróleo. youtube.com/watch?v=Qoipk03a…

¿Pemex es inviable? | Francisco Monaldi

Irán, Venezuela, Ucrania, México: la batalla por la energía está de...

youtube.com
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FMI@FMInoticiasOct 16
Proyecciones crecimiento Américas 2026: 🇲🇽MEX 1,5% 🇨🇷CRI 3,3% 🇩🇴DOM 4,6% 🇸🇻SLV 4,5% 🇬🇹GTM 4,4% 🇭🇳HND 3,3% 🇵🇦PAN 5,0% 🇳🇮NIC 3,8% 🇦🇷ARG 2,1% 🇧🇴BOL -3,0% 🇧🇷BRA 2,2% 🇨🇱CHL 0,6% 🇨🇴COL 2,2% 🇪🇨ECU 2,7% 🇵🇾PRY 4,5% 🇵🇪PER 3,0% 🇺🇾URY 1,3% 🇻🇪VEN 5,0% Caribe 8,0% imf.org/en/publications/reo/…
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Letras Libres
@Letras_LibresOct 15
Dentro de 30 años, ¿seguirá siendo el petróleo la principal fuente de energía? La expansión de la IA, la creciente demanda energética y el desarrollo de reactores nucleares podrían cambiar el panorama. Francisco Monaldi (@fmonaldi) analiza estos escenarios en #Ciberdiálogos con @LeonKrauze. 🔗 Mira #Ciberdiálogos aquí: youtube.com/watch?v=Qoipk03a… 🎧 También disponible en podcast Presenta @banamex
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Francisco Monaldi will join the 35th La Jolla Energy Conference, Oct. 13–15, for conversations on energy policy & investment across Latin America and the Caribbean. View the agenda: institute.iamericas.org/la-j… #EnergySecurity

XXXV La Jolla Energy Conference | October 13–15, 2026

The XXXV La Jolla Energy Conference, celebrating its 35th anniversary, takes place October 13–15, 2026. Hosted by the Institute of the Americas, the event will be held across multiple venues in La...

institute.iamericas.org
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Diesel deals, drone threats & global oil markets: CES’ Abhi Rajendran and Skip York discuss Houthi threats to Saudi oil facilities and Trump’s Russian diesel deal in the latest episode of “The Energy Forum.” Listen: bakerinstitute.org/research/… #EnergySecurity
Industrial complex emitting thick smoke under a cloudy sky, illustrating pollution and energy production challenges.

ALT Industrial complex emitting thick smoke under a cloudy sky, illustrating pollution and energy production challenges.

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Imperdible éste episodio del profesor @fmonaldi con @LeonKrauze. Siendo temas que me apasionan, me clavé profundo cuando conversaban de lo volátil que se ha vuelto esta tarea de predecir los mercados de commodities; las perspectivas que se tenían de la electrificación y ajustes.
León Krauze
@LeonKrauzeOct 13
No se pierdan mi conversación con @fmonaldi, uno de los grandes expertos sobre petróleo en el mundo. Entre otras cosas, Francisco responde si Pemex es inviable ya… Véanla aquí: youtu.be/Qoipk03a9K8?si=vl5u…

¿Pemex es inviable? | Francisco Monaldi

Irán, Venezuela, Ucrania, México: la batalla por la energía está de...

youtube.com
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Visual Capitalist
@VisualCapOct 14
Mapped: America’s Fastest-Growing Major Cities 📈  visualcapitalist.com/fastest…
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Letras Libres
@Letras_LibresOct 14
La guerra entre E.U. e Irán ha tenido consecuencias ido más allá del petróleo. Francisco Monaldi (@fmonaldi) analiza los efectos de esta crisis en #Ciberdiálogos, con @LeonKrauze. 🔗 Mira la entrevista aquí: youtube.com/watch?v=Qoipk03a… 🎧 También disponible en podcast Presenta @banamex
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9 of the last 11 US recessions followed an oil price spike. Ken Medlock’s Energy Security and Supply Chain Resilience—reissued with a new preface on the Feb Iran strikes & Hormuz closure—argues energy security=resilient supply chains. issuu.com/mh183/docs/energy_… #EnergySecurity
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Great piece @ArriojaJoseE @cefeche is a great professional and a relentless fighter for democracy in Nicaragua.
Jose Enrique Arrioja
@ArriojaJoseEOct 14
Daniel Ortega has forced journalist Carlos Fernando Chamorro into exile twice. But he hasn't been able to silence him. From abroad, Chamorro and his team at Confidencial continue to investigate Nicaragua’s authoritarian regime, document its abuses, and keep independent journalism alive. Can journalism from exile help keep the flame of freedom alive in Nicaragua? My analysis in Americas Quarterly, featuring comments from Gema Kloppe-Santamaría, Steve Hendrix, and Kevin K. Sullivan. Photographer Elmer Josue Rivas. @AmerQuarterly, @ArriojaJoseE, @GemaKloppe, @hendrixse, @ElmerJRivas #Nicaragua #PressFreedom #Democracy #Journalism americasquarterly.org/articl…

The Journalist Daniel Ortega Couldn’t Silence

Carlos Fernando Chamorro examines Nicaragua’s prospects for political change and the role of journalism in exile.

americasquarterly.org
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