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…
…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…
…opportunities in LNG in transport, smaller-scale LNG, LNG-fueled trucks, LNG-fueled ships, eliminating methane slip, LNG fuelling stations, small fixed LNG plants, floating LNG plants. There are some interesting concepts, especially…
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…
Global LNG output ran at 380MTpa in 2021, and just below 400MTpa in 2022. This model estimates global LNG supplies by project across 130 LNG facilities. Our best estimate is…
…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…
This data-file is a screen of LNG shipping companies, quantifying who has the largest fleet of LNG carriers and the cleanest fleet of LNG carriers (i.e., low CO2 intensity). Many…
The purpose of this data-file is to model the economics of shipping large cryogenic cargoes, such as LNG carriers or even dual-purpose vessels that can carry both LNG and CO2….
Can you transport CO2 in LNG carriers? This 14-page report explores an option to decarbonize global LNG: (i) capture the CO2 from combusting natural gas (ii) liquefy it, including heat…
…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 in…
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…
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