Report Insights - Thunder Said Energy

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…

LNG liquefaction technologies: an overview?

This data-file is an overview of different LNG liquefaction technologies: APCI, APX, Optimised Cascade, Fluid Cascade, DMR, SMR, PRICO and MMLS. A typical LNG liquefaction plant has energy intensity of 280kWh/ton, consuming 5% of the input gas entering the plant, with 20kg/boe of Scope 1&2 CO2 intensity. But efficient and electric-drive compression can lower these…

Floating LNG: do the costs work?

A 2.5MTpa Floating LNG vessel using the Golar/PRICO process would cost c$700/tpa, or $1.1/mcfe. A $2.5/mcf liquefaction-spread is therefore needed for a 10% return. The key economic risk is ‘uptime’. This file contains our workings; including cost-estimates across 17-categories, such as compressors, heat-exchangers, vessel-costs, et al.

Production Losses at a Giant Offshore Oilfield

This data-file breaks down the production losses at a giant offshore oilfield, across five categories and ten sub-categories. They are addressable with digital oilfield technologies, as shown by our notes. Advanced algorithms such as BP’s Apex solution, are capable of reducing the losses — particularly in the largest categories. Halving them could increase output by…

Where is oil industry R&D focused?

Shale comprises c5% of global supply and c20% of global R&D; while offshore comprises c30% of global supply, but

Oil Major Cash Flow and Operating Leverage

This data-file tabulates the approximate cash flow, capex and ‘pre-tax costs’ of Oil Majors, to illustrate the group’s operational leverage. Every $1 of free cash flow comes after $3 of cost.

SPE Papers about Conventional vs Unconventional Reservoirs

This data-file estimates the number of SPE papers that have been published about conventional and unconventional reservoir engineering in the SPE Reservoir Evaluation and Engineering Technical journal, each year since 2007. 2018 was the first year where unconventional papers eclipsed conventional.

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