Tag Archives: electric vehicles

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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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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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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