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: industry
2017 is the year when all energy eyes will be on OPEC and the US, but that will miss the beginning of the broader conversion from 20th century to 21st century energy. The incremental growth in energy demand will be mostly consumed … Continue reading
A summary of Paper 2 is shown here – the full analysis is in the White Paper section. Three Key Questions Paper 1 discussed two fundamentally different world-views of the energy transition. The industry consensus is that it will be gradual, … 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
Big Oil’s Single, Fixed Strategy is Vulnerable International oil companies have one strategy: they assume stable, growing oil demand and so invest continuously to expand reserves, production and revenue, to deliver enduring value. But they are also the highest cost … Continue reading