Natural Gas
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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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Marcellus shale: well by well production database?
This data-file tracks Marcellus shale well productivity, by tabulating the monthly output from 13,000 wells across the Pennsylvania Marcellus, from 2015 to mid-2024. Average IP rates across the basin have risen at a 12% pa CAGR, from around 5 mmcfd in 2015 to 18 mmcfd in 2025. However, activity and productivity differ starkly by operator.
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Global LNG supply model: by project and by country?
Global LNG output ran at 430MTpa in 2025. This model estimates global LNG production by facility across 200 LNG facilities and projects. Our latest forecasts are that global LNG demand will rise at a 6% CAGR, to reach 760MTpa by 2035, for an absolute growth rate of +30MTpa per year. There is a construction boom…
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US electricity demand growth: anywhere from 1-3%?
US electricity demand growth is a crucial debate. It affects everything. To bound the uncertainty, we assessed twenty input variables, and ran a Monte Carlo, in this 16-page report. Our new base case sees +2.0% pa demand growth to 2035. Our 90% confidence interval is 1-3% pa. What implications for gas and power?
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US gas power: generation by facility over time?
US gas power generation by facility is broken down in this data-file, across 1,850 active gas-power plants, supplying 40% of all US electricity. Descriptive statistics are available in the summary tab, a state-by-state breakdown follows in the PlantsByState tab and underlying data on all 3,000 historical facilities are provided in the AllGasPlants tab.
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US energy model: oil, gas, power and CO2?
The US consumes 25,000 TWH of primary energy per year, which equates to 13,000 TWH of useful energy, and emits 6GTpa of CO2. This model captures our best estimates for how the US energy system will involve, across oil, gas, coal, nuclear, wind, solar and efficiency gains, and thus the trajectory of CO2 emissions through…
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Gas turbine component manufacturers?
Leading gas turbine component manufacturers are tabulated in this company screen. 20 companies produce almost $5bn pa of precision-made vanes, blades, rings and ancillaries for gas turbines, at 17% EBIT margins, but a diversified manufacturing footprint that often overlaps with other aerospace applications. What implications?
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Gas turbine breakdown by component?
A large industrial gas turbine contains over 100,000 components. This data-file breaks down a gas turbine by component, across 45 component types, explaining what each component does, estimating its typical mass (in kg), its typical cost (in $/kW and $/kg) and how it is manufactured.
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Gas turbine manufacturing: eliminative materialism?
Can we model the supply and demand for gas turbines? This 21-page report presents our attempt. We ultimately see gas turbine manufacturing expansions outpacing demand growth. AI is also helping to expand. However, ‘accelerated orders’ may have distorted order books in 2025.
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