The first victim will be the American shale. The second victim will be the Saudi budget. The third victim will be Russian Economic development and the collateral damage to be suffered by Russia becaus…
IS THE CORONAVIRUS THE PROBLEM?
The Coronavirus has triggered the fastest financial crash from a record ever. Markets had their worst week since October 2008. But why is the Coronavirus the cause? The 2018 – 2019 flu epidemic …
ENERGY 2020
The disruption decade
All-Energy events from now on are going to evolve under the heavy shadow of the Climatic Change. Last in the long series of warnings, from the UN to the Citizen in the street, Chancellor Merkel of Ger…
OIL AFTER KHURAIS & ABQAIQ
The purpose of this article is to examine the World Supply and Demand situation after the shocking attack that temporarily crippled by half the Saudi Hydrocarbons production. A short Geopolitical intr…
THE 3 ELECTRIC CAR BRAKES
The Electric Vehicle is entering the mainstream of Transport. The value structure of mobility is changing. While today the CAPEX (Capital expenditure-purchase of a car) is 20% and the OPEX (Operationa…
THE GREAT HYDROCARBONS DISRUPTION AND THE NEXT 10 YEARS
ABSTRACT A great disturbance in the Energy mix in the World is already happening and it will accelerate during the next ten years. This will result in a curbing of the demand for Oil, an increase in t…
TECHNOLOGY EATS CULTURE FOR BREAKFAST
(Culture eats Strategy for breakfast revisited)
Drucker has been a Business Guru for many of us. Many of his quotes have become mantras and like mantras often misunderstood. His quip about Strategy and Culture, if he really said it, is preeminent a…
DISRUPTION & THE CEO
“It must be remembered that there is nothing more difficult to plan, more doubtful of success, nor more dangerous to manage than a new system. For the initiator has the enmity of all who would profit …
SUPPLY CHAIN DISRUPTIONS
In an age when everything is disrupted Supply Chain could not be the exemption. The sensitivity of the Supply Chain, for the last twenty years, was dependent principally on financial, commercial or tr…
THE MIDDLE MANAGER’S SHELF LIFE
The Middle Manager, for the last hundred years, was the backbone of most Companies and Corporations. In our times, when 50% of the CEOs last under two years in their job, the Middle Managers stay, at …