Category Archives: Oil and Gas

The Surprising Dual Winners of the Energy Transition – OPEC and the New Technologies: Shale, Solar And Wind

   There are a lot of new arrivals at the low-end of the energy cost-curve – but OPEC may yet adapt. Summary US shale and global solar / wind energy technologies are now competing strongly with the traditional oil and gas industry: … Continue reading

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The Other Side of The Equation: Oil Growth now Depends on Consumer Choice more than Industry Demand

Car as Device, Gasoline as Consumer Good Reviewing US gasoline consumption in detail reveals the emergence of a deeper trend for crude oil demand: it’s future growth depends increasingly on its capability as a consumer good, not as an industrial commodity. In its … Continue reading

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Short the (Expensive) Horses: The numbers behind fossil fuel’s decline

For all the strengths of the incumbent thermal fossil fuel system, mainly its energy density and transportability, it is not an inherently scalable technology – and it is vulnerable to one that is.

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China’s Electric Conversion – The Energy Transition is Accelerating

China is taking a leadership role in solar and wind deployment for electricity generation: this will accelerate the global energy transition from the thermal system. By 2020 solar and wind could supply over 50% of China’s marginal electricity demand, and non-fossil fuels all … Continue reading

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US Gasoline Demand – A Prime Driver Reverses

US Gasoline Demand has slumped so far in 2017 – that could start to matter a lot, as it drives global oil demand

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