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…
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…
…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…
…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…
…progress may lead to bottlenecks, then a boom? This 12-page note quantifies rising power grid metals demand, demand for circuit kilometers, and who benefits? $499.00 – Purchase Checkout Added to cart Power…
This data-file is a global energy market model for the energy transition. It contains long-term energy supply-demand forecasts by energy source; based on a dozen core input assumptions. Total useful…
…shop and travel. (Please note, our oil supply-demand numbers have subsequently been updated here). $349.00 – Purchase Checkout Added to cart Pages 2-7 outline our new models of global oil demand and…
…markets: opportunities in peak demand? (Sep-19, 20-pages) The ascent of global LNG demand? (Sep-2019, online) Drone Attacks on Energy Assets? (Sep-2019, online) https://thundersaidenergy.com/2020/05/24/on-the-road-long-run-oil-demand-after-covid-19/ Natural Gas Gas demand could treble between…
…2050? Oil demand has already peaked, at 20.7Mbpd in 2007, and more recently at 20.5Mbpd in 2019. We see US oil demand falling back to 8Mbpd in 2050 (global oil…
Using a commodity more efficiently can cause its demand to rise not fall, as greater efficiency opens up unforeseen possibilities. This is Jevons’ Paradox. Our 16-page report finds it is…
…likely under a Biden presidency. This is widely expected to destroy fossil fuel demand. Indeed a vast scale-up of EVs is present in our oil demand forecasts helping global oil…