Energy crisis: ten themes for 2022?
We are all hoping for ‘normalization’ in 2022. But what if the world is instead entering a full-blown energy crisis, as severe and persistent as the first ‘oil shock’? This…
Energy shortage: fear in a handful of dust?
Should restoring the world’s energy surplus be seen as the most important ESG goal of the 2020s? This 12-page note outlines our top ten reasons energy shortage matters. Our energy…
Energy transition: the fantasy of the perfect?
…goal is simply to end the crisis. Quickly. Even if it means backsliding towards higher-carbon energy. This is what we call a ‘fantasy crisis cycle’. The logic of this framework…
Oil demand: how much can you save in a crisis?
…guidance to reduce oil demand in a crisis. $299.00 – Purchase Checkout Added to cart Hence this data-file tabulates proposals from the IEA to quantify how these reductions (5-10Mbpd globally) could be…
European gas: anatomy of an energy crisis?
Europe suffered a full-blown energy crisis in 2022, hence what happened to gas demand, as prices rose 5x from 2019 levels? European gas demand in 2022 fell -13% overall, including…
Digitization after the crisis: who benefits and how much?
…the COVID-crisis, stoking further ascent of energy industry digitization. Page 7 generalizes to other industries, arguing digitization will accelerate the theme of remote working, esepcially in physical manufacturing sectors. Pages…
More dangerous than coronavirus? The safety case for digital and remote operations.
…the COVID-crisis, and after the COVID crisis. Remote and digital technologies can play an enormous role, if enabled by policies and embraced by forward-thinking companies. Please contact us if we…
Shale: restoring downstream balance? New opportunities in ethylene and diesel.
We have all heard the criticism that shale oil is “too light”, so its ascent will create a surplus of natural gas liquids and a shortage of heavier distillates. Less…
Oil and War: ten conclusions from WWII?
…shortages as oil shortages. Japan’s capture of the East Indies had cut off 90% of the US’s rubber imports, and what little rubber was available, was largely needed for military…
COVID-19: what have the oil markets missed?
…COVID-19. This is over 15x worse than the global financial crisis of 2008-9, and too large for any coordinated production cuts to offset. Second, once the worst of the crisis…