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…
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…
…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…
…two unexpectedly large economic shocks, one due to the global financial crisis of 2008-09 and the other due to the COVID crisis of 2020-21; and three large price shocks, including…
…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…
The COVID-19 crisis will structurally accelerate remote working. The opportunity is explored in our 21-page report. It can save 30% of commuter journeys by 2030, avoiding 1bn tons of CO2…
…projected out to 2050. The real world may not follow a straight line of pragmatic progress, but instead fluctuate between fantasy and crisis. During times of energy crisis, such as…
…is 0.003ppm. This all suggests that there is no shortage of Neodymium in the Earth’s crust, only a possible shortage of projects to extract and upgrade it economically from high-grade…
…rates of different industries over time, based on a variety of data sources. Average US manufacturing utilization rates ran at almost 80% prior to the COVID crisis, to sustain c10-20%…
This data-file tabulates the key features of a dozen energy crisis, caused by shortages of coal, oil, gas or electricity, since the start of the twentieth century; including the 1973-74…
…cart In 2010, before the Fukushima crisis, Japan produced 292 TWH of nuclear electricity, which would have required about 40MTpa of LNG imports if it had all been generated by…