This site is about the business of energy.
More specifically its about how the world primary energy mix will change, probably fundamentally, in the next few years, due to a combination of three things:
- developments in global energy policies and analysis
- the maturing of alternative energy technologies
- the response of energy companies to the changes
I have been in the energy industry for over 32 years with two major European oil and gas companies, and I'll use that background to inform the posts.
The site will be updated weekly and is intended to stimulate debate, reflect on key trends and issues, and maybe set some ideas in motion.
NB - All content and comment is my opinion only, and does not reflect the philosophy or beliefs of any firm I have worked for, or am working with.
I have no financial holding in any energy-based company.
- The Surprising Dual Winners of the Energy Transition – OPEC and the New Technologies: Shale, Solar And Wind
- The Other Side of The Equation: Oil Growth now Depends on Consumer Choice more than Industry Demand
- The Sun Will Always Shine, the Wind Will Always Blow
- Short the (Expensive) Horses: The numbers behind fossil fuel’s decline
- China’s Electric Conversion – The Energy Transition is Accelerating
- US Gasoline Demand – A Prime Driver Reverses
- How to Underestimate EV Demand
- The First Law of Thermodynamics – Energy Is Becoming a Buyer’s Market
- For the UK, 2016 Was Likely the Year of Peak Demand for Internal Combustion Cars
- 2017: 21st Century Energy Gets Underway
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Monthly Archives: February 2016
Oil and Gas companies face an uncertain time (yet again): they should avoid more scenarios and take more action In times of uncertainty, many corporations, especially major oil firms, use scenarios as a key tool for developing strategies to deal … Continue reading
The Price and Cost Indices Are Now Very Far Apart – Remember This When Prices Rise Again (as they will, oil is a commodity) At a recent oil conference in London in February an ENI executive made a clear statement on the gap … Continue reading
The Energy Industry’s Crew Change Resource Model Is Not Working In Samuel Beckett’s famous absurdist play “ Waiting for Godot “, the two main characters constantly wait for another individual named Godot, assuming his arrival will bring some form of … Continue reading
The Oil Industry Has to Start Dealing Properly With Lower Oil Prices As a metaphor for a gradual threat that goes unheeded, the Boiled Frog has been around for a long time. It turns out that in actual experience, frogs … Continue reading