Gregor MacdonaldOil FallThe Oil Fall series has now completed with the publication of the final installment, Waste Crash. The single title, Oil Fall, which…Dec 31, 2018Dec 31, 2018
Gregor MacdonaldOil Fall: Part Two, China Sudden StopIf you’d like to understand better how the introduction of electric vehicles will affect the oil market at the margin, then you should read…Aug 31, 2018Aug 31, 2018
Gregor MacdonaldOil Fall: Part One, California ICEIf you’d like to understand better how the introduction of electric vehicles will affect the oil market at the margin, then you should read…Jan 21, 2018Jan 21, 2018
Gregor MacdonaldCalifornia Solar Is Ready for EVCalifornia electricity consumption from all sources is currently running at 255 TWh per year. (For comparison, the United Kingdom is…Nov 27, 2017Nov 27, 2017
Gregor MacdonaldWind and Solar Start To Hit Primary US Energy DemandDisruption from wind and solar power has, until recently, been largely confined to global powergrids. The two renewable technologies now…Nov 22, 2017Nov 22, 2017
Gregor MacdonaldWhat Next for US Oil Demand?US oil consumption peaked twelve years ago in 2005, at 40.3 quadrillion btu. And, since the great recession ended, US oil consumption has…Nov 4, 2017Nov 4, 2017
Gregor MacdonaldSuperconvergence to Lower Global Fertility RatesNearly half the world’s population resides in the five most populous countries. China, India, The United States, Indonesia, and Brazil…Oct 27, 2017Oct 27, 2017
Gregor MacdonaldThe Last Oil Cycle is Now Behind UsIf you wanted to make a case that US oil demand was threatening a new, upside breakout, a good place to begin would be the year 2000, the…Sep 29, 20171Sep 29, 20171
Gregor MacdonaldThe Clock Ticks Down on Gas Powered CarsYou are probably thinking recent, aspirational announcements by Britain, Germany, India, and China to eventually phase out the sale of…Sep 22, 2017Sep 22, 2017
Gregor MacdonaldBalance Point: The US Cruises Towards (Net) Energy IndependenceThe US is now exporting so much crude oil, petroleum products, coal, and natural gas (both by pipeline and LNG), that the country’s net…Aug 30, 2017Aug 30, 2017
