Tag Archives: projects

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 Investment Has Probably Already Happened

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

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Plan B – The Unwalled Garden

(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

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Bloomberg Gadfly – Total’s Not-So-Excellent Adventure

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

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Gadfly – A Nuclear Lesson for Big Oil

“It is a reasonable bet that the $24 billion Hinkley Point C nuclear power project in the U.K., due online in 2025, will neither be ready by 2025 nor cost just $24 billion.” So begins a recent Bloomberg Gadfly energy article … Continue reading

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