Meeting energy demand underpins every aspect of the global economy. And the global energy system is undergoing a total system change before our eyes.
Disruptive technologies, strategies, and companies are leaping to prominence. In parallel, the information revolution is changing the business landscape even faster than the energy transition. It has yet to manifest itself much in the energy transition. When it does the opportunities for exponential impacts and the risk of investment graveyards both compound.
Meanwhile fundamental changes are brewing in capital markets. Seismic geopolitical and societal changes are adding potent ingredients to this new spectrum of risk and opportunity.
How can busy leaders keep up? What to make of it all? How to factor the compound narrative of new energy and information into the betting inherent in business strategy?
My briefs from companies and organisations usually focus on presentations giving updates and analyses of the latest state of play in the global energy transition and topics relevant to it. But I enjoy deeper dives into the subject matter. My most satisfying experience as a consultant to date has been a two-and-a-half hour strategy session with the entire board and senior team of a major transnational corporation, and a full day tour and discussions with its innovation teams the next day.
History, mind, and future: bedrock of business strategy
Twenty-first century business strategy in the context of a brief history of humankind. The human mind: lessons from the explosion of understanding in neuroscience, pyschology, and anthropology in recent years, and how they might be usefully applied in business strategy and tactics. Learnings relevant to widely-admitted failings in the business world. Opportunities, including scope for societal renaissance, and threats, including scope for new despotism.
Policy, society, capital and climate
The state of policy and societal response to environmental degradation, emphasising the role of business, with particular reference to climate. Relevant emerging trends in capital markets. Stranded-asset risk and its implications for the business world.
Disruption: winners, losers, and movers
The state of disruptive technologies in energy and information markets. Impacts, current and future, on the energy industry and the wider business world.
The state and fate of the oil and gas industry
Dependency on oil and gas, and state of play in the energy incumbency. The history and prospects of the shale boom in the US. The oil and gas industry’s debt mountain: history, prognosis, threats and opportunities. Is the oil industry’s move to gas a sustainable route to profit, and what does it mean for other businesses? The increasing involvement of the legal system in energy: status and prognosis. Why all this matters to the rest of the business world.
Visions and missions in an unstable world
Visions of a zero carbon world in governments, states, cities, communities and companies: status and prospects. The UN’s Sustainable Development Goals: status and prospects. Relevance of these visions and goals to the business world. The overlay of geopolitics and security. Guesstimating the outcome: the basis for sustainable strategy.
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