Gradually, then Suddenly: The Two Ways Oil and Gas Will Go Bankrupt
“How did you go bankrupt?” Two ways. Gradually, then suddenly.” Ernest Hemingway, The Sun Also Rises The oil and gas
Continue readingenergy in transition
“How did you go bankrupt?” Two ways. Gradually, then suddenly.” Ernest Hemingway, The Sun Also Rises The oil and gas
Continue readingThe energy transition ahead is unlikely to be a straight-line substitution of one fuel source by another. It’s more likely
Continue readingThe transition from the internal combustion engine (ICE) to EVs is now more post-event rationale than prediction. Roadkill A new
Continue readingOil, gas and coal prices have fallen up to 50% over the past three years, yet according to BP’s latest
Continue readingNote – on the basis that each equation loses 50% of readers, I’ll assume only the hard-core readership remain. EVs and
Continue readingOPEC seems in control of the oil world, but in fact it is terribly constrained. A review of OPEC’s previous production
Continue reading“Forecasts are not always wrong; more often than not, they can be reasonably accurate. And that is what makes them
Continue readingAn era of unbalanced, unproductive energy supply is coming to an end – and a new age of scalable, efficient
Continue readingThere are a lot of new arrivals at the low-end of the energy cost-curve – but OPEC may yet adapt. Summary
Continue readingCar as Device, Gasoline as Consumer Good Reviewing US gasoline consumption in detail reveals the emergence of a deeper trend for crude oil
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