Tag Archives: demand

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

Posted in Energy Technology, Oil and Gas | Tagged , , , , | Leave a comment

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

Posted in Energy Technology, Industry Activity, Oil and Gas | Tagged , , | Leave a comment

May/June Newsletter

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

Posted in Oil and Gas | Tagged , , , | Leave a comment

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

Posted in Energy Technology, Industry Activity, Oil and Gas | Tagged , , , , , | Leave a comment

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

Posted in Energy Technology, Industry Activity, Oil and Gas | Tagged , , , , , | Leave a comment