Tag Archives: costs

How to Underestimate EV Demand

As the auto industry enters version 2.0, forecasting future sales of EVs is a crucial piece of work. But most projections, especially from the oil industry, use the wrong curve, and so underestimate demand.

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The End of the ICE Age: The Internal Combustion Engine Could Soon Become A Stranded Asset

A number of forces, technical and economic, are conspiring to unseat the internal combustion engine (ICE) as the prime mover for transportation. The future powering of China and India looks more electric, efficient and urban, stranding ICE vehicles and oil … Continue reading

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How do you keep Oil above $50/bbl forever?

In a world of flattening and changing energy demand, with more dense and varied supply, Saudi Arabia’s latest, lone effort to manage global oil prices looks forlorn ———— Everyone seems to like an oil price around about $50-60/bbl these days. Saudi … Continue reading

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Megafragility

Do industrial megaprojects over-run because they are badly managed, or because they are big? It’s mainly because they are big. In brief: There is increasing evidence for the substantial performance problems with large scale energy megaprojects being mostly structural and … Continue reading

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The Depletion Business

As goes Exxon, so goes international oil and gas “People say ‘Well, you’re not growing’,” he said. “That just tells you how hard it is to hold your own in a depleting business.” Rex Tillerson, CEO ExxonMobil, March 2016 Analyst Presentation. … Continue reading

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