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.
- 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
- Dead on Arrival: 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
- The End of the ICE Age: The Internal Combustion Engine Could Soon Become A Stranded Asset
- The Flat-Packing of Energy
- How do you keep Oil above $50/bbl forever?
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Tag Archives: projects
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
Peak Oil and Gas Investment Has Probably Already Happened – So What does that Mean? The subject of Peak Demand remains a top-level oil and gas issue. Peak Investment should be one too – especially as it’s probably already happened. The IEA … Continue reading
(Note – this post is also available in pdf format in the White Paper page) Leading Oil Firms Should Start Executing Plans for a World of Less Demand, and External Rivalry In last month’s post – No Plan B – I reviewed the current strategies … Continue reading
Another excellent post by Liam Denning of Bloomberg Gadfly on a major conundrum for Big Oil, even after this week’s OPEC announcements helping short-term prices (it also references the post No Plan B in this blog). The article summarises it thus: So … Continue reading