This site is about the business of energy.
More specifically its about how the world primary energy mix will change, probably fundamentally, in the next few years, due to a combination of three things:
- developments in global energy policies and analysis
- the maturing of alternative energy technologies
- the response of energy companies to the changes
I have been in the energy industry for over 32 years with two major European oil and gas companies, and I'll use that background to inform the posts.
The site will be updated weekly and is intended to stimulate debate, reflect on key trends and issues, and maybe set some ideas in motion.
NB - All content and comment is my opinion only, and does not reflect the philosophy or beliefs of any firm I have worked for, or am working with.
I have no financial holding in any energy-based company.
- The Surprising Dual Winners of the Energy Transition – OPEC and the New Technologies: Shale, Solar And Wind
- The Other Side of The Equation: Oil Growth now Depends on Consumer Choice more than Industry Demand
- The Sun Will Always Shine, the Wind Will Always Blow
- Short the (Expensive) Horses: The numbers behind fossil fuel’s decline
- China’s Electric Conversion – The Energy Transition is Accelerating
- US Gasoline Demand – A Prime Driver Reverses
- How to Underestimate EV Demand
- The First Law of Thermodynamics – Energy Is Becoming a Buyer’s Market
- For the UK, 2016 Was Likely the Year of Peak Demand for Internal Combustion Cars
- 2017: 21st Century Energy Gets Underway
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Tag Archives: gas
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.
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
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
Most Oil Demand Forecasts are far too Optimistic – Leaving Companies Unprepared for Change For most energy companies, the drivers they use to compute energy demand are population changes and global economic development, both of which have always increased. Companies can … Continue reading