Cutting Edge Insights - Thunder Said Energy

Maintenance costs for gas-powered trucks?

Maintenance costs are tabulated by category, for a fleet of compressed natural gas (CNG) trucks, travelling 16M miles across the United States.

April 17, 2019

Turn the Plastic Back into Oil

Due to the limitations of mechanical recycling, 85% of the world’s plastic is incinerated, dumped into landfill, or worst of all, ends up in the oceans. An alternative, plastic pyrolysis, is on the cusp of commercialisation.

Plastic pyrolysis delivers strong economics?

>30% IRRs should be attainable converting waste-plastic back into oil, based on disclosures from technology-leaders in the sector. This economic model allows for stress-testing of product prices, input costs, gate fees, capex, opex, utilisation and fiscal regimes.

Landfill costs: by country and over time?

This data-file tabulates the most likely costs of placing waste-material (e.g., plastic) into landfill, country by country, and over time. Landfill taxes have risen at an 8% CAGR on average, clearly reduce landfilling rates, and promote recycling. This short note spells out our top five conclusions on landfill taxes by country and over time.

Machine Learning on Permian Seismic?

Pioneer Natural Resources is improving the accuracy of its Midland basin depth-models by up to 40%, using a machine-learning algorithm to re-calibrate its seismic from well logs. Faster drilling and better production rates should follow.

Global shipping and the switch from fuel oil?

The 240MTpa shipping-fuels market will be disrupted from 2020, under IMO sulphur regulations. Hence, this data-file breaks down the world’s 100,000-vessel shipping fleet into 13 distinct categories. We see 40-60MTpa upside to LNG demand from 2040.

April 12, 2019

U.S. Shale: Winner Takes All?

Shale is a ‘tech’ industry. And the technology is improving at a remarkable pace. But Permian technology is improving faster than anywhere else. These are our conclusions after reviewing 300 technical papers from 2018. We address whether the Permian will therefore dominate future supply growth.

Solar Innovation at Big Oil?

We reviewed 37 distinct solar patents filed across the Oil Majors in 2018. Three ‘leaders’ stood out, each pursuing a different technology strategy.

Should a shale rig switch to gas-fuel?

Should a shale rig switch to gas-fuel? We estimate that a dual-fuel shale rig, running on in-basin natural gas would save $2,300/day (or c$30k/well), compared to a typical diesel rig. This is after a >20% IRR on the rig’s upgrade costs.

April 5, 2019

Why the Thunder Said?

This 8-page report outlines the ‘four goals’ of Thunder Said Energy; and how we hope we can help your process…

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