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.
- The Surprising Dual Winners of the Energy Transition – OPEC and the New Technologies: Shale, Solar And Wind
- The Other Side of The Equation: Oil Growth now Depends on Consumer Choice more than Industry Demand
- The Sun Will Always Shine, the Wind Will Always Blow
- 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
- 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
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Tag Archives: supply chain
China is taking a leadership role in solar and wind deployment for electricity generation: this will accelerate the global energy transition from the thermal system. By 2020 solar and wind could supply over 50% of China’s marginal electricity demand, and non-fossil fuels all … 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
In his major tome on Industrial Megaprojects in 2011, Ed Merrow poured decades worth of empirical assessments and statistical analysis into this largely unresearched field. Merrow’s work on megaprojects is worth revisiting, as the oil industry perches over a new … Continue reading
The Oil Industry Has to Start Dealing Properly With Lower Oil Prices As a metaphor for a gradual threat that goes unheeded, the Boiled Frog has been around for a long time. It turns out that in actual experience, frogs … Continue reading