Tag Archives: strategy

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 Oil demand growth remains heavily dependent on transportation fuel growth. About 60% of the oil barrel is made … Continue reading

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Dead on Arrival: 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. The Missing S Curve Here’s a funny thing. Most analysis of technological innovation refers to … Continue reading

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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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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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