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
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Tag: strategy
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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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
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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 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 readingPeak Demand, Relentless Supply – Paper 2
A summary of Paper 2 is shown here – the full analysis is in the White Paper section. Three Key Questions
Continue readingBloomberg Gadfly – Total’s Not-So-Excellent Adventure
Another excellent post by Liam Denning of Bloomberg Gadfly on a major conundrum for Big Oil, even after this week’s OPEC announcements
Continue readingNo Plan B
Big Oil’s Single, Fixed Strategy is Vulnerable International oil companies have one strategy: they assume stable, growing oil demand and
Continue readingBloomberg Gadfly – Big Projects, Big Problems
We’ve covered big oil’s structural problems with big projects in a number of posts this year – see Megafragility for example.
Continue readingBusiness-as-Usual is a Dangerous Scenario
Most Oil Demand Forecasts are far too Optimistic – Leaving Companies Unprepared for Change For most energy companies, the drivers
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