OPEC’s Terrible Choice: Its Next Cut Could be a Permanent One.
OPEC seems in control of the oil world, but in fact it is terribly constrained. A review of OPEC’s previous production
Continue readingAuthor: benham
Exxon’s Dangerous Energy Vision
“Forecasts are not always wrong; more often than not, they can be reasonably accurate. And that is what makes them
Continue readingScale and Scalability: A One-Chart Guide to the Global Energy Transition
An era of unbalanced, unproductive energy supply is coming to an end – and a new age of scalable, efficient
Continue reading
The Surprising Dual Winners of the Energy Transition – OPEC and the New Technologies: Shale, Solar And Wind
There are a lot of new arrivals at the low-end of the energy cost-curve – but OPEC may yet adapt. Summary
Continue reading
The Other Side of The Equation: Oil Growth now Depends on Consumer Choice more than Industry Demand
Car as Device, Gasoline as Consumer Good Reviewing US gasoline consumption in detail reveals the emergence of a deeper trend for crude oil
Continue readingThe Sun Will Always Shine, the Wind Will Always Blow
Active Energy Management via Solar And Wind: why intermittency is just a mid-level engineering problem “Wind and solar PV capacity has grown
Continue reading
Short the (Expensive) Horses: The numbers behind fossil fuel’s decline
For all the strengths of the incumbent thermal fossil fuel system, mainly its energy density and transportability, it is not
Continue reading
China’s Electric Conversion – The Energy Transition is Accelerating
China is taking a leadership role in solar and wind deployment for electricity generation: this will accelerate the global energy
Continue reading
US Gasoline Demand – A Prime Driver Reverses
US Gasoline Demand has slumped so far in 2017 – that could start to matter a lot, as it drives global
Continue reading
How to Underestimate EV Demand
As the auto industry enters version 2.0, forecasting future sales of EVs is a crucial piece of work. But most projections, especially from the oil industry, use
Continue reading
Recent Comments