2 + 2 = 4: The Energy Industry is now a battle between Technology and Ideology
“In philosophy, or religion, or ethics, or politics, two and two might make five, but when one was designing a
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Category: Industry Activity
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
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Energy’s Demand Shock, and The Acceleration of the Fossil Fuel Transition
Oil, gas and coal prices have fallen up to 50% over the past three years, yet according to BP’s latest
Continue readingOPEC’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 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
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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
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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
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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 readingThe First Law of Thermodynamics – Energy Is Becoming a Buyer’s Market
Energy cannot be created or destroyed, but can be altered from one state to another (1). Oil Supply Dwarfs Demand – Official
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For the UK, 2016 Was Likely the Year of Peak Demand for Internal Combustion Cars
The Car Market In the UK Has Now Fundamentally Changed 2016 probably marked the peak of sales growth for conventionally-fuelled, non-electric
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