Natural Gas
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Global gas supply-demand in energy transition?
Global gas supply-demand is predicted to rise from 400bcfd in 2023 to 650bcfd by 2050, in our outlook, as a complement to wind, solar, nuclear, and as global coal resources mature from the 2030s onwards. This data-file quantifies global gas demand and supply by country, across heating, power and industry.
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Residential heating costs: boilers, furnaces, electric and heat pumps?
Residential heating costs are compared and contrasted in this data-file, for gas-fired combi boilers, gas furnaces and hot water tanks, oil furnaces and hot water tanks, purely electric heating systems including immersion heaters, air-source heat pumps and ground-source heat pumps. Capex, maintenance and input energy prices can be stress-tested.
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Global heat pump sales by country?
Global heat pump sales by country are tabulated in this data-file, for 14 countries/regions. Developed world heat pump sales rose at an 11% CAGR over the decade since 2012, reaching 6.5M units sold in 2022, but then unexpectedly fell by -10% to 2024. 2025 has seen the start of a recovery, with sales rising 4%…
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Canadian shale producers and E&P costs?
This data-file is a screen of Canadian upstream companies and Canadian shale producers, especially focused on the fast-growing Montney-Duvernay shale plays. Key themes are rising shale oil and gas production, low-capex wells, high well-level IRRs, performance improvements and consolidation via M&A.
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Global power: what grid mix is most stable?
Energy importing countries value stable electricity prices. Hence this 18-page report evaluates the optimal grid mix, after taking stability into account? Recent gas price volatility will encourage further diversification for developed world importers, while coal+solar could dominate emerging world growth. Our forecasts are revised.
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Renewables+gas LCOEs versus standalone gas turbines?
Levelized costs of electricity depend as much on the system being electrified as the energy sources used to electrify it. This data-file captures solar+gas LCOEs (in c/kWh), when meeting different load profiles, as a function of solar capex (in $/kW), gas prices (in $/mcf), and the relative utilization of solar vs gas.
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European gas and power model: natural gas supply-demand?
This data-file is our European gas supply-demand model. Balances are assessed in European gas and power markets from 1990 to 2035, reflecting all of our research into Europe’s energy transition. 2024-25 gas markets were supported by inventory draw-downs, but LNG imports step up from 110MTpa to 120MTpa through 2030, before softening again through 2035.
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US shale gas: the economics?
US shale gas economics are captured in this data-file, requiring a $2.5/mcf hub-level gas price, for a 10% IRR, on a large, $17M shale gas well in a basin such as the Marcellus. The marginal cost for unlocking c3% pa production growth from key shale basins is likely in a range of $3-4/mcf, but the…
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Exploration capex: long-term spending from Oil Majors?
This data-file tabulates the Oil Majors’ exploration capex from the mid-1990s, in headline terms (in billions of dollars) and in per-barrel terms (in $/boe of production). Exploration spending quadrupled from $1/boe in 1995-2005 to $4/boe in 2005-19, and has since collapsed like a warm Easter Egg. Exploration has been de-prioritized. Perhaps wrongly?
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Development capex: long-term spending from Oil Majors?
This data-file tabulates the five ‘Big Oil’ Super-Majors’ development capex from the mid-1990s, in headline terms (billions of dollars) and in per-barrel terms ($/boe of production). Real development capex quadrupled from $6/boe in 1995-2000 to $24/boe in 2010-15, collapsed to $10/boe, then recovered to $13.5/boe.
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