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
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Tag: costs
The End of the ICE Age: The Internal Combustion Engine Could Soon Become A Stranded Asset
A number of forces, technical and economic, are conspiring to unseat the internal combustion engine (ICE) as the prime mover
Continue readingHow do you keep Oil above $50/bbl forever?
In a world of flattening and changing energy demand, with more dense and varied supply, Saudi Arabia’s latest, lone effort to
Continue readingMegafragility
Do industrial megaprojects over-run because they are badly managed, or because they are big? It’s mainly because they are big.
Continue readingThe Depletion Business
As goes Exxon, so goes international oil and gas “People say ‘Well, you’re not growing’,” he said. “That just tells you
Continue readingThe End of Hard Oil
The Era Of Easy Oil Is Over – The Hard Oil Era May Be Over Too In the late 1990s, a
Continue readingOil Price and Industry Costs – Always Take A Closer Look
The Price and Cost Indices Are Now Very Far Apart – Remember This When Prices Rise Again (as they will, oil is a
Continue readingBoiled Frogs – Inaccurate Metaphor, Accurate Threat
The Oil Industry Has to Start Dealing Properly With Lower Oil Prices As a metaphor for a gradual threat that
Continue readingOil and Gas and Creosote
Oil Companies will not lead a hydrocarbon transition. In business school studies they teach the cautionary tale of the creosote bush.
Continue readingBeating Betteridge’s Law
The Oil and Gas Project Supply Chain Can Deliver at $40/bbl Betteridge’s Law states that if a news headline is
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