Tag Archives: electric vehicles

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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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 First Law of Thermodynamics – Energy Is Becoming a Buyer’s Market

Energy cannot be created or destroyed, but can be altered from one state to another (1). Oil Supply Dwarfs Demand – Official “There is an abundance of oil: known resources today dwarf the world’s likely consumption of oil out to 2050 and … Continue reading

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