Have the Saudi’s Underestimated the US Oil Industry?

EIA fig_9a  Crude YOY 2012 2013

SOURCE: US EIA The decision by OPEC to hold production targets level caused oil prices to fall another ten dollars per barrel in the aftermath. There has been the expected wailing and gnashing of teeth with talk in the media and elsewhere about how the Saudi’s were taking aim at the US shale revolution. There may even be some measure of truth to it. We understand the Saudi’s and the rest of OPEC mat be irritated at the US for finding a way to escape the bondage of high imported oil …Continue Reading »

TOC Articles in India

A couple recent articles in the India press related to Theory of Constraints.  (Disclaimer: I have been working with Goldratt Consulting, which features in these articles.) Capitalising on the after-market by Chandrashekhar Chaudhari in The Financial Express talks about the TOC approach to replenishment and distribution.  I like the emphasis that the replenishment policies should be defined by their consumption rate.  Recent TOC approaches have divided products into the fast-moving "head," …Continue Reading »

The Collaboration Pyramid revisited

There has been a lot of buzz on Twitter recently about The Collaboration Pyramid model that I developed a few years ago. It started when Helen Bevan shared a redrawn version by Jim Farrell.The model has received a lot of praise, but it has also been met with criticism. An image can be worth a thousand words, but an image such as this allows a lot of interpretation. It is hard to understand exactly what the model is intended for and how to interpret it just by looking at it. For example, model …Continue Reading »

HBR’s Makeover Needs a Makeover

Last month Harvard Business Review (HBR) announced they would be releasing a new makeover of the HBR web site. Last week the makeover was revealed and purely from a user’s perspective (is there any other perspective?) the new makeover needs a new makeover. Sorry. the makeover seemed to take away instead of adding value I visit HBR every day (or used to) and in particular the HBR Blog network. I found the authors and their articles informative, educational and enlightening for the most part but …Continue Reading »

Xiaomi: Pricing vs. Engagement

Last year, I wrote a post verifying Xiaomi's claim that their users are twice as active as those of other manufacturers, which also validated their long-term pursuit of a services-oriented business model. But as they moved to lower price points, we assumed that their engagement levels would gradually decline. However, based on some recent metrics revealed by the company, that may not be the case.According to Xiaomi, cumulative downloads on the MIUI app store hit 10 billion in November 2014, with …Continue Reading »

The Collaboration Pyramid revisited

There has been a lot of buzz on Twitter recently about The Collaboration Pyramid model that I developed a few years ago. It started when Helen Bevan shared a redrawn version by Jim Farrell.The model has received a lot of praise, but it has also been met with criticism. An image can be worth a thousand words, but an image such as this allows a lot of interpretation. It is hard to understand exactly what the model is intended for and how to interpret it just by looking at it. For example, model …Continue Reading »

HBR’s Makeover Needs a Makeover

Last month Harvard Business Review (HBR) announced they would be releasing a new makeover of the HBR web site. Last week the makeover was revealed and purely from a user’s perspective (is there any other perspective?) the new makeover needs a new makeover. Sorry. the makeover seemed to take away instead of adding value I visit HBR every day (or used to) and in particular the HBR Blog network. I found the authors and their articles informative, educational and enlightening for the most part but …Continue Reading »

Nokia N1: Dual Impact

Finland's Nokia made a surprising move this week as it announced a new Android 5.0 based tablet, coined the Nokia N1. Just to be clear, this is from the company that remains headquartered in Finland and not the "Devices & Services" division that was sold to Microsoft (now called Microsoft Mobile). This announcement caught most observers off guard and could have some interesting implications.First, this announcement doesn't really mean that Nokia is back in the consumer hardware business. …Continue Reading »

The Collaboration Pyramid revisited

There has been a lot of buzz on Twitter recently about The Collaboration Pyramid model that I developed a few years ago. It started when Helen Bevan shared a redrawn version by Jim Farrell.The model has received a lot of praise, but it has also been met with criticism. An image can be worth a thousand words, but an image such as this allows a lot of interpretation. It is hard to understand exactly what the model is intended for and how to interpret it just by looking at it. For example, model …Continue Reading »

Power to the People!

When the short history of smart grid is written someday, I predict it will include four chapters: Government industrial policy and political correctness Market rationalization of the policy mistakes Customer aggregation, choice and revenge The return to rational energy economic equilibrium In Chapter 1 we will hear all about the first phase of smart grid where the focus was on deployment of smart meters by investor owned utilities. The reasons were simple. The Federal Government was …Continue Reading »