2050 oil markets: opportunities in peak demand?
seven technology themes that can save 45Mbpd of long-term oil demand. We therefore find oil demand would plateau at 103Mbpd in the 2020s, before declining gradually to 87Mbpd in 2050….
How could plastic-recycling technology impact oil demand?
We see potential for plastic-recycling technologies to displace 15Mbpd of potential oil demand growth (i.e., naphtha, LPGs and ethane) by 2060, compared to a business-as-usual scenario of demand growth. In…
European Natural Gas Demand Model
This model estimates European gas demand in the 2020s, as a function of a dozen input assumptions, which you can flex. They include: renewables’ growth, the rise of electric vehicles,…
Long-Run Oil Demand Model
This Excel model calculates long-run oil demand to 2050, end-use by end-use, year-by-year, region-by-region; across the US, the OECD and the non-OECD. Underlying workings are shown in seven subsequent tabs….
Long-Term LNG Demand: technology-led?
This is a simple model of long-term LNG demand, extrapolating out sensible estimates in the world’s leading LNG-consuming regions. On top of this, we overlay the upside from two nascent…
2050 oil markets: opportunities in peak demand?
Seven technology themes can save 45Mbpd of long-term oil demand. They make the difference between 2050 oil consumption surpassing 130Mbpd and our own forecasts: for a plateau in the 2020s,…
The Ascent of LNG?
note outlines 200MTpa of potential upside to consensus LNG demand, via de-carbonised power and shipping fuels. LNG demand could thus compound at 8% pa to 800MTpa by 2030, justifying greater…
Oil demand for chemicals, by product, by region
This data-file breaks down the world’s use of oil to make chemicals (i.e., plastics). It’s split across 13 different products, and the ‘Top 10’ countries/regions. The estimate year is 2016….
Disrupting Agriculture: Energy Opportunities?
…direct CO2 savings of 400MTpa, enough to offset 10% of US oil demand; 2bcfd of upside to US gas demand; and enough land would be freed up to decarbonise all…
Scooter Wars?
relative strain on grid infrastructure. Pages 7-8 show how e-scooters displace oil demand, outlining our projections for 2Mbpd of demand destruction globally by 2030. This oil demand is not “replaced”…