Tag: oil demand
Oil’s Calm Before the Storm: Hidden Weaknesses, China’s Stockpiles and the Oil Demand Mirage
A year ago, I published an article on Peak Oil Demand and the impact EVs would have in the world’s most traded commodity. I thought a followup was worth it by now because some things have become clearer, but more importantly, because weird things have been happening in the world … [continued]
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Methanol’s Surprise Rise & Hydrogen’s Decline In Dutch Scenarios
At the end of my engagement with TenneT, the Netherlands’ transmission system operator, who I assisted with 2050 scenario planning for their target grid, I had the opportunity to sit down with a couple of members of the workshops to discuss our findings. What follows is a lightly edited transcript … [continued]
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The Truth About The “One Big Beautiful Bill”
“Solving the climate crisis is within our grasp, but we need people like you to stand up and act.” —Al Gore, 2007. “If God had intended to give us unlimited free energy, he would have put a giant furnace in the sky.” —Al Gore, 2025. By Luke Singer and Gautam … [continued]
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The News About EVs Was Bright But Now The Future Is So Uncertain
With recent good news about EVs, we have every right to feel optimistic. We’re ready to celebrate a tipping point for the dominance of gas cars on the road — as current vehicles are removed from service and the comfort zone with EVs increases, the goal of 30% new EV … [continued]
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Shale’s Self-Inflicted Crisis: Wastewater Injection Is Sinking Profits
The shale industry is facing an entirely predictable consequence of its own making. Across major shale-producing basins, particularly East Texas and the Permian, excessive wastewater injection practices have created areas with extreme overpressure, driving up the cost of new drilling operations and threatening the economic viability of shale production in … [continued]
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