Natural Gas
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Energy intensity by country: how does it change as income increases?

This data-file assesses 25 countries’ and regions’ energy consumption, as those countries developed over the past 50-years. Early industrialization is most energy intensive, rising 1:1 with GDP growth. In developed countries, energy use plateaus at c25MWH pp pa and decarbonization priorities step up sharply.
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Microgrid companies: leading companies in microgrids?

This data-file profiles microgrid companies, which specialize in the engineering, procurement, installation and operation of microgrids. These companies help to provide reliable power; either in locations that are not served by the T&D network, or with the capability of “islanding” from the main grid amidst grid disruptions. A dozen companies stood out.
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Gas storage: the economics?

Gas storage economics are captured in this data-file. In our base case, a 30bcf underground storage facility, which cycles 2mcf per year of gas per mcf of gas capacity, requires a storage spread of $1.5/mcf to generate a 10% IRR off $19/mcf of capex. Effectively, this is inter-seasonal energy storage for 0.5c/kWh-th.
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Reciprocating gas engines: levelized costs?

The economics costs of reciprocating gas engines are captured in this data-file. As a rule of thumb, a 5MW recip that costs $1,500/kW, runs with 60% utilization, and 40% efficiency, requires a 8-10c/kWh power price (or levelized cost) to generate a 10% IRR, depending on the CO2 price. Capex costs are derived from prior case…
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Gas generation: what kind of bear is best?

This 20-page report compares combined cycle gas turbines (CCGTs), heavy-duty gas turbines, aeroderivative gas turbines, reciprocating engines and solid oxide fuel cells (SOFCs), on ten dimensions. No one gas generation technology is best. But modular solutions may increasingly rival CCGTs, especially for energizing AI data-centers?
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VoltaGrid: mobile micro-grid technology?

VoltaGrid has become the largest provider of mobile, natural gas reciprocating engines in the US, reaching GW-scale in 2025, in order to rapidly energize data centers, e-frac operations in shale, and other micro-grids in mining and industry amidst power grid bottlenecks. This data-file reviewed VoltaGrid’s mobile micro-grid technology and patents.
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Power plant cooling: adapting for water scarcity?

Water is needed to condense steam, downstream of the steam turbines, in nuclear, coal and CCGT power plants. But thermal power demands and fresh water scarcity are both structurally rising. Hence this 16-page report explores how the energy industry might adapt, trends in power plant cooling, and who benefits.
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Doosan Enerbility: gas turbine technology?

Doosan Enerbility is a power plant manufacturer, headquartered in Korea, specializing in nuclear plant construction, gas plant construction, offshore wind, civil engineering and parts manuacturing. In this patent review, we assessed Doosan Enerbility gas turbine technology. We can de-risk its claims for a 43%-efficient simple-cycle turbine, 60%+ efficient CCGT, and 1,600ºC turbine inlet temperatures.
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Cost of North Sea gas: project economics?

Marginal costs of a HPHT project in the UK North Sea are captured via modeling Shell’s 40kboed Jackdaw project, FID’ed in 2022. A $7/mcf marginal cost results mostly from high hurdle rates associated with project complexity. CO2 intensity has been lowered to c14kg/boe, we think.
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Gas power: levelized costs of combined cycle gas turbines?

Levelized costs of combined cycle gas turbines are built up in this data-file. Our base case costs of gas-fired power generation are 8c/kWh, at a combined cycle turbine converting 55% of the thermal energy of natural gas into electrical energy, for a total CO2 intensity of 0.35 kg/kWh.
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