Global gas prices: by country?
…interquartile range of $2-6/mcf, or in other words, a period of exceptionally low and stable gas prices. Conversely, 2021-22 saw gas prices rise, but most of all, it is the…
Coal-to-gas switching: what CO2 abatement cost?
…you can input gas prices, coal prices, CO2 prices and efficiency factors. It contains historical data on the CO2 abatement costs of coal-to-gas switching in the US, Europe and Asia….
Gas fractionation: NGL economics?
…energy. The costs of gas fractionation require a gas processing spread of $0.7/mcf for a 10% IRR off $2/mcf input gas, or in turn, an average NGL sales price of…
European gas: anatomy of an energy crisis?
Europe suffered a full-blown energy crisis in 2022, hence what happened to gas demand, as prices rose 5x from 2019 levels? European gas demand in 2022 fell -13% overall, including…
Power functions: how would gas shortages change the cost curve?
…run at $12-16/mcf, in order to attract sufficient investment to re-balance future gas markets (note below). https://thundersaidenergy.com/2021/09/23/end-game-options-to-cure-energy-shortages/ Higher gas prices clearly are going to translate into higher prices for gas-fired…
Gas power: levelized costs of combined cycle gas turbines?
…prices, carbon price, gas distribution costs, conversion efficiency, capex costs, opex costs, utilization rates and tax rates (chart below). Gas-fired power generation explained 23% of global electricity generation in 2022,…
CO2 prices: re-thinking the costs?
CO2 prices and CO2 abatement costs are very different numbers. CO2 prices are incurred by emitters. But abatement costs depend on how much CO2 is reduced. These abatement costs can…
Gas diffusion: how will record prices resolve?
…cart Global gas price dispersion is hitting new highs, with the best geographies remaining consistently below $2.5/mcf, but many others spiking to peak prices in 2022. Theories of gas price…
Coal versus gas: explaining the CO2 intensity?
…combined cycle gas plants average 57% efficiencies, and we are particularly excited about emerging gas-fired CHP systems that can reach 80-90% total thermal efficiencies (note below). https://thundersaidenergy.com/2021/07/01/gas-turbines-what-market-size-in-energy-transition/ (3) What about…
Efficient frontiers: improvements from a CO2 price within oil and gas?
Efficiencies from an imposed CO2 price of $40-80/ton could double the pace of industrial gains in the oil and gas sector, eliminating 15-20% of its CO2 emissions, as outlined in…