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60 trailing quarters of integrated oil company return on equity. bloomberg.com/news/articles/…
1Q 2020 integrated oil company return on equity, as reported bloomberg.com/news/articles/…
Levelized cost of electricity, global benchmark, unsubsidized.
2H 2009:
Onshore wind $110/MWh
Offshore wind $190
Utility PV, no tracking $362
Utility PV, tracking $347

1H 2020:
Onshore wind $44/MWh
Offshore wind $78
Utility PV, no tracking $49
Utility PV, tracking $39
Onshore wind and solar PV are now lowest-cost new sources of power generation for at least two-thirds of the global population, 71% of global GDP, and 85% of global power generation. ROE expectations for this position:
Onshore wind 9%
PV 9%
bloomberg.com/news/articles/…
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Nat Bullard
@NatBullard
My latest for @climate @BloombergNEF: U.S. consumers have never spent less on electricity; utilities have (almost) never had a higher return on equity for supplying it bloomberg.com/news/articles/… Quick thread follows
1/ @BloombergNEF and @BCSECleanEnergy writes an annual factbook of sustainable energy in the U.S. and a highlight (for me) is data on energy as a % of personal consumption expenditure. Electricity has never been lower: 1.28% in 2Q 19 bloomberg.com/news/articles/…
2/ There are several ways to look at this data. The first is straightforward: we don’t spend much on electricity. bloomberg.com/news/articles/…
Read 16 tweets
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Nathaniel Bullard
@NatBullard
My latest for @bopinion @BloombergNEF: OPEC looks ahead, and it see's oil's plateau bloomberg.com/opinion/articl… 1/
2/ While the global oil market is reliably huge, in OPEC’s view, parts of it are soon to be ex-growth, and by 2040 — the end of its forecast — global demand will hardly grow at all. Starting in 2020, oil demand growth in OECD countries turns negative. bloomberg.com/opinion/articl…
2/ India and China are reliable growth markets throughout, though to a declining degree, while demand from Organization for Economic Cooperation and Development countries continues to erode. bloomberg.com/opinion/articl…
Read 15 tweets
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Nathaniel Bullard
@NatBullard
My latest for @bopinion @BloombergNEF looks at how long-term forecasts confound even people expert in rapid technological change. It's also an obituary, of sorts, for a legend: T. Boone Pickens bloomberg.com/opinion/articl…
T. Boone - a legendary oilman, corporate raider (as they said in the 80s, though really he was more like today's shareholder activist), and billionaire energy trader - had a plan for U.S. energy. bloomberg.com/opinion/articl…
The Pickens Plan got some things right; more interesting is what even this visionary missed. He nailed it with wind power; didn't quite foresee how abundant gas would be; didn't foresee ultra-abundant U.S. oil bloomberg.com/opinion/articl…
Read 10 tweets

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