Some notes about Energy

There are three profound challenges facing the energy sector around the world. First, the great commodity super cycle has come to an abrupt end, leading to crashes in the oil, coal and gas prices - undermining the finances of the main producer countries and the companies. 

Secondly, the climate challenge is upon us, and if it is to be addressed, the fossil industries will have to close down over the rest of this century, with or without CCS.

Third, and partly spurred by the drive for low carbon forms of energy, technical change is bringing a transformation not seen since the nineteenth century. New forms of electricity generation, storage, smart infrastructures and radical changes to energy demand are already undermining the conventional technologies. Electric cars and the challenge of new materials to the petrochemical industries are playing their parts too in this great period of change.

These three great changes all fit together.

Energy

Energy
Energy

Energy
Europe

Energy
Climate Change

Latest Publication

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The Nuclear RAB Model

June 12, 2018

Energy Publication

If the government decides to invest in further nuclear power station projects, it should obviously try to do so at minimum cost. The Secretary of State, Greg Clark, has suggested...

Publications

  • Presentation Energy Geopolitics, the end of the commodity super cycle and climate change
    April 15, 2015

    Presentation for Flame Conference in Amsterdam, April 2015
  • Video Energy Will Coal remain an investible asset over the next 20 years?
    March 27, 2015

  • Presentation Energy What will the energy market look like after the CMA inquiry?
    March 26, 2015

    Presentation for the Future of Utilities conference on the 26th March 2015. What will the energy market look like after the CMA inquiry?
  • Publication Energy The Coalition Effect - Energy Policy and the Coalition
    March 20, 2015

    The Coalition came to power with a ready-made energy policy developed under Labour. The Secretary of State was Ed Miliband, and his policy as it played out under the Coalition was to prove the basis of a return to a level of state intervention not seen si
  • Video Climate Change Climate Change and carbon pricing
    March 10, 2015

    Presentation for The Department of Economic and Social Affairs (DESA) United Nations Secretariat
  • Publication Energy What should oil companies do about climate change?
    February 26, 2015

    Imagine you are chief executive of a major oil company. Your economic forecasts tell you that the world remains stubbornly on a fossil fuel path for decades to come. The world is going to need you. But your forecasts also tell you that the result will be
  • Video Europe Building an Energy Union
    February 12, 2015

    Presentation for Energy Infrastructures Towards the creation of a European Energy Union Conference. Commercial University Luigi Bocconi, Milan
  • Publication Energy The road to re-regulation
    January 12, 2015

    The Labour Party has followed up its manifesto promise to freeze prices for 20 months if they win the General Election in May with a proposal for legislation now. Ed Miliband says: "We're going to bring before the House of Commons a vote in Parliament to
  • Publication Energy The price of oil
    December 3, 2014

    The recent falls in oil prices have come as a shock to many. Only a few months ago, the IEA and many other mainstream forecasters predicted the price would gradually go up. This fitted with the political assumptions that lay behind the dash for wind and c
  • Publication Energy What future for vertically integrated energy companies?
    September 4, 2014

    The Big 6 British energy companies are under sustained attack from politicians and the media, and the Competition and Markets Authority (CMA) inquiry is being urged to consider whether they should be broken up. Unsurprisingly the companies have been putti
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