The prices of electricity, oil, and gas have been interlinked for a long time. Such price connections are often fundamental in nature (energy sources having a common market, energy sources interconnected vertically), and are the basis of some existing business models (gas fired electricity generation, gas to liquids conversion, etc). The ongoing developments in the energy … Continue reading Relative Prices of Energy Sources

This post is a follow-up to my earlier note on the future of energy.   Q: Why do you put Water in the "plentiful" bucket when it's becoming a scarce resource for which pricing is likely to increase? A: There is abundant and free seawater, and we have existing technology to desalinate it. However energy requirements of … Continue reading Future of Energy: FAQ

Status quo: more of the same Energy sector is not widely considered to be the sector undergoing any significant changes. Oil, gas, and coal demand are all expected to grow steadily over the next 20 years (IAE forecasts below). Renewables, while growing faster than sector average, leave the fossil fuel market share drop from about … Continue reading Future of Energy