Category: Industry Activity

The Energy Transition’s Third Act: Crisis

The Energy Transition has Entered its Third Act: Crisis In a good, but flawed paper from Bloomberg NEF, we can

Energy is Evolving Quickly “Don’t be afraid of a little metaphor; it won’t bite you, but you should always make sure

BP’s latest Energy Outlook shows us our fossil-fuel-dominated energy future – unless we intervene with technology and policy “…when oil

With the rapid growth of new energy sources, but sustained hyper-investment in fossil fuels we are entering a world of

“In the long run, decarbonisation could be a way of reinvigorating capitalism. Mass electrification, from zero-carbon sources, could stimulate new

Short the Horses Redux In any major industry transition it’s supposed to be easier to spot the losers than the

With the rapid growth of new energy technologies, and China’s sudden pivot from coal, the solution to the world’s long-term

“Nature doesn’t ask your permission; She has nothing to do with your wishes, or whether you like her laws or

Two great industrial energy systems are now in place: the thermal, based on extracted fuels, and the universal, based on

Crude oil demand is walking a tightrope. Any faulty price signal not based on demand fundamentals will stress already fragile