Category Archives: Oil and Gas

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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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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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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