Rebecca Dell
@rebeccawdell.bsky.social
Working to make stuff without baking the planet. Penchant for well-informed opinions. Industry Program Director, ClimateWorks Foundation. Views my own.
We do not spend enough time talking about this graph. IEA thinks there are 70 million barrels per day of oil that can be pumped out of the ground for under $10 a barrel. That's 70% of current production. Oil demand does not have to fall much for prices to fall A LOT.
www.iea.org/reports/the-...
www.iea.org/reports/the-...
September 7, 2025 at 12:25 AM
We do not spend enough time talking about this graph. IEA thinks there are 70 million barrels per day of oil that can be pumped out of the ground for under $10 a barrel. That's 70% of current production. Oil demand does not have to fall much for prices to fall A LOT.
www.iea.org/reports/the-...
www.iea.org/reports/the-...
I'm going to walk through the simplest version of this analysis, relying primarily on this table, from IEA's Net-Zero report.
I'll cite some numbers on how electrified different industries are. Those numbers come from IEA's World Energy Balances, sadly paywalled.
www.iea.org/reports/net-...
I'll cite some numbers on how electrified different industries are. Those numbers come from IEA's World Energy Balances, sadly paywalled.
www.iea.org/reports/net-...
June 19, 2025 at 9:43 PM
I'm going to walk through the simplest version of this analysis, relying primarily on this table, from IEA's Net-Zero report.
I'll cite some numbers on how electrified different industries are. Those numbers come from IEA's World Energy Balances, sadly paywalled.
www.iea.org/reports/net-...
I'll cite some numbers on how electrified different industries are. Those numbers come from IEA's World Energy Balances, sadly paywalled.
www.iea.org/reports/net-...