Tag Archives: strategy

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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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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How to Underestimate EV Demand

As the auto industry enters version 2.0, forecasting future sales of EVs is a crucial piece of work. But most projections, especially from the oil industry, use the wrong curve, and so underestimate demand.

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How do you keep Oil above $50/bbl forever?

In a world of flattening and changing energy demand, with more dense and varied supply, Saudi Arabia’s latest, lone effort to manage global oil prices looks forlorn ———— Everyone seems to like an oil price around about $50-60/bbl these days. Saudi … 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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