Tag Archives: projections

The EV Transition: The Quick and The Dead

The transition from the internal combustion engine (ICE) to EVs is now more post-event rationale than prediction. Roadkill A new Economist leader – Roadkill – outlines the inevitability and accelerating pace of the switch to electric vehicles (EVs), suggesting the era … Continue reading

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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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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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Exxon’s Dangerous Energy Vision

 “Forecasts are not always wrong; more often than not, they can be reasonably accurate. And that is what makes them so dangerous…
They often work because the world does not always change. But sooner or later forecasts will fail when they … 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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