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: July 2016
A coming change in energy provision, from extraction to manufacturing, that should reduce long-term energy costs Earlier this month Ben van Beurden, the Chief Executive of Royal Dutch Shell, made the following comments about the emerging energy business: “He contrasts … Continue reading
“My name is Ozymandias, king of kings Look on my works, ye Mighty, and despair!’ Nothing beside remains. Round the decay Of that colossal wreck, boundless and bare The lone and level sands stretch far away.”(1) Nothing lasts forever – … Continue reading
History is likely to view the last decade of conventional, mega-scale oil and gas investment as another bad commodity binge – but the “shale bubble” within it may turn out to be a good one, creating a price-responsive business model … Continue reading