Tag: supply chain

The Energy Transition’s Third Act: Crisis

The Energy Transition has Entered its Third Act: Crisis In a good, but flawed paper from Bloomberg NEF, we can

Short the Horses Redux In any major industry transition it’s supposed to be easier to spot the losers than the

“In philosophy, or religion, or ethics, or politics, two and two might make five, but when one was designing a

China is taking a leadership role in solar and wind deployment for electricity generation: this will accelerate the global energy

Peak Oil and Gas Investment Has Probably Already Happened – So What does that Mean? The subject of Peak Demand remains

In his major tome on Industrial Megaprojects[1] in 2011, Ed Merrow poured decades worth of empirical assessments and statistical analysis

The Oil Industry Has to Start Dealing Properly With Lower Oil Prices As a metaphor for a gradual threat that

The Oil and Gas Project Supply Chain Can Deliver at $40/bbl Betteridge’s Law states that if a news headline is