Strategic Analysis and Engagement
Peak Fossil Fuel Demand for Electricity
Demand for fossil fuels has peaked in the electricity sector.
Research and Analysis
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Strategic Analysis and Engagement
The Energy Transition in 2022
After two centuries of growth, 2022 was the turning point for the fossil fuel system.
Strategic Analysis and Engagement
Fossil Fuel Demand Has Peaked
Fossil fuel demand peaked in 2019 and is now bouncing along a plateau before its inevitable decline.
Strategic Analysis and Engagement
Peaking: Why Fossil Fuel Demand Peaked in 2019
It is increasingly clear that global fossil fuel demand reached a peak in 2019, and we are now bumping along a plateau before an inevitable decline.
Strategic Analysis and Engagement
Harnessing the Power of S-Curves
In our Peaking Series, we introduced The Peak, Plateau, and Decline and presented historical examples to show how demand for fossil fuels faces inevitable decline. The S-curve growth of new innovations is the main driver…
Strategic Analysis and Engagement
The IEA Confirms that Fossil Fuel Demand Is Peaking
The latest International Energy Agency outlook projects peak fossil fuel demand in every scenario and confirms a rapid clean energy transition is feasible.
Hydrogen
Green Hydrogen on an S-curve: Fast, Beneficial, and Inevitable
We are reaching a series of tipping points in green hydrogen production and demand, and all actors should be prepared to capture these new opportunities.
Strategic Analysis and Engagement
Five Things Worth Corporate Attention This Fall
Five key levers of change for corporate actors to have on their radar this fall as they drive the energy transition.
Strategic Analysis and Engagement
Peaking: Why Peaks Matter
This is the third report in our series on peaking fossil fuel demand. It focuses on why peaks matter to financial markets.
Strategic Analysis and Engagement
Peaking: A Brief History of Select Energy Transitions
As new energy sources grow, the standard pattern of demand for existing energy sources is one of peak, plateau, and decline.