Global oil production by country?
…past 20-years, matching the trend in global oil demand by country. The largest increases in oil production have come from the United States (+0.6Mbpd/year, due to US shale growth), Iraq…
Shale: restoring downstream balance? New opportunities in ethylene and diesel.
…coincide with a structural decline in plastics demand. All of this would block the outlet for shale’s light components and hinder its ascent (chart below, our model downloadable here). Fears…
Shell drives LNG in transport?
Shell is the leading Major in driving new LNG demand, based on patent filings (chart above). As an example, we highlight a leading new technology to promote LNG demand in…
Explaining US gasoline?
This data-file breaks down US gasoline demand, as a function of vehicle miles traveled (urban and rural), GDP growth, gasoline prices and fuel economy across the US vehicle fleet. It…
Do refineries become bio-refineries?
What will happen to oil refineries during the energy transition? On our numbers, liquid oil products will be needed past 2100, long after demand plateaus in the 2020s. Cleaner, more…
Could new airships displace trucks?
…construction sector. But they are unlikely to displace materialy volumes of diesel demand, which remain in our models of long-run oil demand (chart below). Source: Kuhlmann, H. F., (2019). Method…
Scaling Up Renewables and Batteries
…25-50% of grid demand. What can help integrate more renewables into grids is demand-shifting, per our recent note, which effectively accommodates another 10pp share of renewables at no incremental cost….
Remote possibilities: working from home?
…to cart Remote work currently saves c3% of all US commuter miles, which comprise 33% of developed world gasoline demand (pages 2-4). Remote work could save 30% of all commuter…
US Vehicle Fleet: fuel economy, masses and vehicle types?
…below), yet total US gasoline demand has increased from 7Mbpd in 1976 to 8.8Mbpd in 2022 (+25%, +0.5% pa, data available from the EIA). How can we disaggregate these rebound…
Decarbonize Heat?
…should continue rising by 3bcfd per year. $499.00 – Purchase Checkout Added to cart Heating’s contribution to global energy demand, gas demand and global emissions is broken out on page 2. Natural…