Tag Archives: industry

2017: 21st Century Energy Gets Underway

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

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Peak Demand, Relentless Supply – Paper 2

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

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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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No Plan B

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

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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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