The North American Energy Vision:
General David Petraeus “Thesis”
KKR Partner and KKR Chairman; Strategic Business Development:
The Coming North American Decade:
General David Petraeus: UTube Video

General David Petraeus:
Leads a new project focusing on the technological, scientific and economic dynamics that are spurring renewed North American competitiveness. “The Coming North American Decades” project will analyse how potential policy choices could effect this ongoing transformation.

North America: the Next Great Emerging Market?
Why the United States, Canada, and Mexico are positioned to be the global economic drivers of the 21st century.
General David Petraeus UTube Video
http://belfercenter.ksg.harvard.edu/files/The%20Next%20Great%20Emerging%20Market%20FINAL.pdf

PETRAEUS:
We are enjoying the extraordinary opportunities as a result of the U.S. energy revolution, which very likely will be replicated on some scale in Mexico and already is producing a great deal of energy in Canada. I mean, the fact is that—a couple of months ago, I was in London for a conference, and I was asked the question, “after America, what?” And I think the expectation was I would respond the Chinese century, the Asian century, whatever. And I said, “Actually, North American decades.”

But again, (Energy ) this is going to be the foundation for an awful lot of our economic progress. It already is. If you are in an industry that requires natural gas as a raw material, or requires cheap electricity, you are going to build your plant here in the United States. Just ask Dow Chemical and all the other global firms that do the petrochemical industry. They are all—they all have construction ongoing in the United States.

North American Smart Grid:
But I think one of the issues to make this work is you got to create the infrastructure. So it’s partly pipelines, but it’s also partly electricity grid. So you know, we actually have electricity grid connections with Canada in the west and the north. It’s modest in terms of amounts, about 2 percent of the flow, but it’s a resiliency.

PETRAEUS:
It’s time for a new focus, as we say. And the reason is because when you come back to it, our number one and two trading partners are our two neighbors, not other countries or regions of the world.

“…the heart of this idea is how to think about North America as a continental base to deal exactly with the questions you’re dealing with…future power and strength, whether it be energy, whether it be economy, whether it’s security. And we think that what’s been missing in U.S. policy is a recognition that rather than dealing with North America after you deal with all the crises—which never end—we have to start with North America in the process.”
– Robert B. Zoellick
“…one of the main themes we lay out in the task force is that in all of these areas, whether economic, energy, security, we should start thinking trilateral where we can and bilateral where we must. And I think some of that change—we could start doing those things now. And then later on, if there is more, let’s say, political will or cooperation, you could try to go for some of the bigger things. But…you can make a lot of progress with smaller issues.”
– Shannon K. O’Neil
“…it is conceivable that North America as a continent could be self-sufficient in energy in a certain number of years. …Doesn’t mean, by the way, that we’re not still going to have a vital national interest in the free flow of oil and gas through the Gulf and to our trading partners.”
– David H. Petraeus

PETRAEUS:
You see the level of integration of these economies, and you see the complementary strengths that each of these countries present in a region that really doesn’t have the kinds of security issues that you find in most of the other parts of the world. And again, Mexico is not asking China to balance with them against us. And we’re allied with Canada in the biggest alliance since World War II.

U.S. , Canada, and Mexico have shared values; democracy, generally free market economics, and these—this enormously integrated market, albeit we also say we’re not looking for the EU of North America, either.
( U.S., Canada and Mexico maintain their Identity as
Sovereign Independent Nation States. EFM)

Mexico is not asking China to balance with them against us. And we’re allied with Canada in the biggest alliance since World War II.

Edward F. Moore:
U.S. Mission Plan:
The North American Economic Investment Surge

It is my contention that: KKR Investments in North American Energy and Smart Grid Related Manufacturing Investments in Mexico (“KKR strike zone.”)
, like the Moore THL Customer Smart Grid Display, can help bring the U.S. and its North American trading partners into the economic leadership position of 21 Century while freeing the U.S from energy dependence with its ties to problems in the Middle East and our economic dependence on China’s capital investment and dependency on its economic politics.

KKR capital investment under the leadership of General David Petraeus is spear heading Capital Investments in North America.
KKR Quote:
“With Mexico, you have to look through a different investment lens to capture what the opportunity is. This is a country with a lot of internal demand already; almost 70% of the GDP is consumption. Contrast that with China, where it’s 36%. If you look at GDP per capita, it’s $11,000—that’s much more than most of the emerging markets. Other emerging markets, particularly in Asia and Africa, and it’s almost 80% urbanized. So, from a macro standpoint, this is wildly different from other things we see in the emerging-market opportunity set. The other thing that’s important to highlight is that Mexico is much more liked to America as well as just North America. So, we view it almost as the anti-China. As a firm, we’ve got a distinct thesis that the China manufacturing boom that dominated the 2000 to 2010 period is starting to slow, and we’re looking for other ways to play where we think we’re going to see incremental growth, either through manufacturing or emerging market growth. And, without question, Mexico is clearly in that
strike zone.”

Edward F. Moore
Free Economic Capitalism with American Leadership:
Investments:
• American Energy Independence, American People, American Leadership,
• American Economic Policies

U.S Leadership:
The U.S. Gateway Into The 21 Century :
North American Energy Independence & The North American Smart Grid

My best regards
Edward F. Moore Jr.