Energy Hot Buttons for Voters
With less than 3 weeks to go before the 2024 election, energy issues, having become part of the culture war, still affect swing voters’...
EV
Ford’s New F-150 Aims to Make Lightning Strike Twice
Our take on the energy transition has always centered on two dynamics. The first is that cost and performance drive the transition among energy...
Tesla’s ESG Reckoning: Why You Can’t Just Look Through the “E” Lens
A recent rebalancing of the S&P 500 ESG Index[1], excluded Tesla (TSLA) due to poor performance on the “S” (social) and “G” (governance) standards. ...
Driving the Future—Will Electric Vehicles Charge Utility Growth?
Key Takeaways Our recent posts looked at growth in electric vehicles (EV) and their potential impact on global oil demand (2030 demand likely higher...
Deep Dive: The Math Regulating EV’s Impact on Oil Demand
This deep dive is for readers who want more background to our Insights post on Friday, August 20, 2021, regarding the drivers of electric...
Global Electric Vehicle Penetration and Growing Oil Demand…What Gives?
Key Takeaways Most oil demand forecasts anticipate global oil demand to stubbornly grow over the next decade despite more and more government polices to...