Tag Archives: OPEC

OPEC’s Terrible Choice:  Its Next Cut Could be a Permanent One.

OPEC seems in control of the oil world, but in fact it is terribly constrained. A review of OPEC’s previous production cuts reveals that: –  it cannot sustain a market share strategy –  it takes the lead in output cuts when demand … Continue reading

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Scale and Scalability: A One-Chart Guide to the Global Energy Transition

An era of unbalanced, unproductive energy supply is coming to an end – and a new age of scalable, efficient energy is rapidly emerging. In previous posts (eg here and here) we outlined the main features of the current energy … Continue reading

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The Surprising Dual Winners of the Energy Transition – OPEC and the New Technologies: Shale, Solar And Wind

   There are a lot of new arrivals at the low-end of the energy cost-curve – but OPEC may yet adapt. Summary US shale and global solar / wind energy technologies are now competing strongly with the traditional oil and gas industry: … 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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US Gasoline Demand – A Prime Driver Reverses

US Gasoline Demand has slumped so far in 2017 – that could start to matter a lot, as it drives global oil demand

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