Category Archives: Energy Technology

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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The One Equation that Describes the EV Revolution – that No-one Uses

Note – on the basis that each equation loses 50% of readers, I’ll assume only the hard-core readership remain. EVs and other new energy technologies such as PV solar are disruptive. But incumbent auto and oil companies, and industry analysts assume they will follow … Continue reading

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OPEC’s Terrible Choice:  Its Next Cut Could be a Permanent One.

OPEC seems in control of the oil world, but in fact it is terribly constrained. A review of OPEC’s previous production cuts reveals that: –  it cannot sustain a market share strategy –  it takes the lead in output cuts when demand … Continue reading

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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 so dangerous…
They often work because the world does not always change. But sooner or later forecasts will fail when they … Continue reading

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Scale and Scalability: A One-Chart Guide to the Global Energy Transition

An era of unbalanced, unproductive energy supply is coming to an end – and a new age of scalable, efficient energy is rapidly emerging. In previous posts (eg here and here) we outlined the main features of the current energy … Continue reading

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