The Ascent of LNG?
…note outlines 200MTpa of potential upside to consensus LNG demand, via de-carbonised power and shipping fuels. LNG demand could thus compound at 8% pa to 800MTpa by 2030, justifying greater…
Shell drives LNG in transport?
Shell is the leading Major in driving new LNG demand, based on patent filings (chart above). As an example, we highlight a leading new technology to promote LNG demand in…
LNG in transport: scaling up by scaling down?
…LNG as a trucking fuel. Pages 14-15 explain why the economics are more challenging for LNG use in land-transportation, i.e., trucking. Less positive on LNG use in shale. Page 16…
LNG as a Shipping Fuel: the Economics
…LNG (b) small-scale LNG and (c) LNG bunkering, to supply a relatively fuel-intensive shipping route. After IMO 2020 regulations buoy diesel pricing, it should be economical to fuel newbuild ships…
LNG Ships: a new record-setter?
…is also the most expensive LNG-powered ship ever built (eclipsing Carnival’s $1.1bn AidaNova cruise ship). It has the world’s first Type-C LNG tank in an enclosed column. Numbers are updated…
LNG in the energy transition: rewriting history?
A vast new up-cycle for LNG is in the offing, to meet energy transition goals, by displacing coal and improving industrial efficiency. 2024-25 LNG markets could by 100MTpa under-supplied, taking…
The Ascent of Small Scale LNG?
Large LNG projects make large headlines. But we are excited by the ascent of smaller-scale LNG. At <1MTpa each, these facilities can be harder to track, which is the objective…
Greenfield LNG: Does Exxon have an edge?
…ExxonMobil has leading LNG technology for extra-large trains using the APX process, modular LNG units that minimise on-site construction costs, pressure-swing absorption to remove gas-contaminants and efficient gas turbines. Opportunities…
LNG liquefaction: the economics?
…variables such as: LNG sales price, Capex/tpa, Opex/mcf, Utilization, Thermal Efficiency, LNG shipping distance, LNG tanker rates, and liquids cuts. A detailed capex breakdown is also provided (below). A base…
Shell: the future of LNG plants?
Shell is revolutionizing LNG project design, based on reviewing 40 of the company’s gas-focused patents from 2019. The innovations can lower LNG facilities’ capex by 70% and opex by 50%;…