Author Archives: benham

Gradually, then Suddenly: The Two Ways Oil and Gas Will Go Bankrupt

“How did you go bankrupt?” Two ways. Gradually, then suddenly.” Ernest Hemingway, The Sun Also Rises  The oil and gas industry believes itself immortal – we’re about to see Latest scenario planning from an oil industry leader, Shell, suggests that … Continue reading

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Dominance vs Growth: The Battle for 21st Century Energy

The energy transition ahead is unlikely to be a straight-line substitution of one fuel source by another. It’s more likely a vast disruption, globally, as solar and wind smoothly capture power growth, and  incumbents can only downscale via a succession of large … Continue reading

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The EV Transition: The Quick and The Dead

The transition from the internal combustion engine (ICE) to EVs is now more post-event rationale than prediction. Roadkill A new Economist leader – Roadkill – outlines the inevitability and accelerating pace of the switch to electric vehicles (EVs), suggesting the era … Continue reading

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Energy’s Demand Shock, and The Acceleration of the Fossil Fuel Transition

Oil, gas and coal prices have fallen up to 50% over the past three years, yet according to BP’s latest Statistical Review, total energy demand growth has collapsed 45% at the same time. The average annual energy demand increase of 1.8% pa … Continue reading

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May/June Newsletter

  The May / June Newsletter has been added in the newsletter page  – see here

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