Energy Transition Data

Thermo-Plastic Composite: The Future of Risers?

We estimate thermo-plastic composite riser costs line-by-line. Savings should reach 45%. The file also includes a complete history of TCP installations to-date, as this technology’s adoption continues.

Wind: aim higher?

This data-file contains a simple model for how wind speeds and wind power co-vary with altitude. 2x greater power could likely be harnessed by a kite at 300m than a similar-sized turbine at 80m.

Do “digital” completions lift Permian IRRs?

We have modelled the economic uplift of extra digital instrumentation on a typical Permian well. At $50/bbl oil, c$0.4M of extra instrumentation costs, which add 10% to well-productivity, will raise overall NPV by $1M and IRR by 5pp per well.

Eni Slurry Technology. A leader for IMO 2020?

This data-file models the economics of Eni’s Slurry Technology, for hydro-converting heavy crudes and fuel oils into light products. It is among the top technologies we have reviewed for the arrival of IMO 2020 sulfur regulation, achieving >97% conversion of heavy fractions.

Costs of an LNG fuelling station

We have tabulated the costs of constructing an LNG-fuelling station across 55 cost lines, totalling €1M/site. c$10/mcf may be added to the cost of gas as a fuel.

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.

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.

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.