Tag Archives: economics

Peak Demand, Relentless Supply – Paper 1, The Outside View

Paper 1 – The Outside View The energy industry is going through a major transition comprising three key events: the peaking of global fossil fuel demand as China and other growth markets plateau, the rise of new energy supply from … Continue reading

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Necessity and Physics – An Energy Transformation by 2020

Note – A version of this  is available in pdf format in the White Papers section of the site SUMMARY Renewables will likely dominate energy growth by 2020, led by China’s strategic energy requirements, relegating fossil fuels to a residual supply … Continue reading

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Bloomberg Gadfly – Big Projects, Big Problems

We’ve covered big oil’s structural problems with big projects in a number of posts this year – see Megafragility for example. I have also contrasted this with the alternate world of manufacturing improvements and their increasingly sustainable impact on shale oil … Continue reading

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The Manufacturing of Energy

A coming change in energy provision, from extraction to manufacturing, that should reduce long-term energy costs Earlier this month Ben van Beurden, the Chief Executive of Royal Dutch Shell, made the following comments about the emerging energy business: “He contrasts … Continue reading

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Tengiz – A Colossal Bet

“My name is Ozymandias, king of kings Look on my works, ye Mighty, and despair!’ Nothing beside remains. Round the decay Of that colossal wreck, boundless and bare The lone and level sands stretch far away.”(1) Nothing lasts forever – … Continue reading

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