Paul DomjaninTellimer InsightsLooking for the next Tesla? Skip EV; start where Nikola Tesla left off: The gridTesla has solved the EV problem: an EV is a battery plus software on wheels, not a standard car powered by batteriesNov 29, 2021Nov 29, 2021
Paul DomjaninTellimer InsightsCOP26 winners & why the most important recent climate success wasn’t in GlasgowCOP26 will be seen as a failure for top-down diplomacy and a triumph for bottom-up social action and private financeNov 29, 2021Nov 29, 2021
Paul DomjaninTellimer InsightsExpensive endgame: Oil prices will rise in energy transition, good for oil EMsInternational oil companies’ green shift will constrain supply, potentially boosting prices, helping oil-producing EMsNov 5, 2021Nov 5, 2021
Paul DomjaninTellimer InsightsEurope’s natural gas crisis is a taste of things to come; the US will do betterSoaring natural gas and electricity prices in Europe give a preview of volatility during the energy transitionOct 22, 2021Oct 22, 2021
Paul DomjaninTellimer InsightsHydrogen will be a cornerstone of the energy transition, but doesn’t replace oilHydrogen enthusiasm today echoes misplaced enthusiasm of the early noughties: Hydrogen will not replace oilOct 8, 20213Oct 8, 20213
Paul DomjaninTellimer InsightsTo unlock the energy transition, see electricity as a wave, not a commodityThis is the third in a series of reports on understanding the energy transition. Previous reports have looked at the roles of oil and…Sep 24, 20211Sep 24, 20211
Paul DomjaninTellimer InsightsBP is leaving Emerging Market oil but could return in new waysBP’s decision to transition from oil and gas to renewables means that one of those IOCs will now be leaving.Oct 20, 2020Oct 20, 2020
Paul DomjaninTellimer InsightsTrump ban won’t stop Huawei’s mobile domination: A scenario for 2025Looking beyond the blow-by-blow of the tech wars, Huawei could emerge stronger in mobile than ever before.Oct 5, 2020Oct 5, 2020
Paul DomjaninTellimer InsightsHow to stop Covid-19 from accelerating the decline of the WestTrump’s and Boris’s predecessors understood the importance of a reputation for competence and international commitment.Sep 16, 2020Sep 16, 2020
Paul DomjaninTellimer InsightsVaccine colonialism and who will get the jab firstDeveloped markets are in pole position, but US, UK and Japan are best supplied should a vaccine fail.Sep 7, 2020Sep 7, 2020
