Written research into the energy transition

July 8, 2019

De-carbonising carbon?

Decarbonisation is often taken to mean the end of fossil fuels. More feasible is to de-carbonise fossil fuels. This 15-page note explores two top opportunities for low-cost decarbonisation of coal and gas: ‘Oxy-Combustion’ and ‘Chemical Looping Combustion’. Leading Oil Majors support these solutions.

June 28, 2019

Greenfield LNG: Does Exxon have an edge?

For large-scale capital projects in a commodity industry, harnessing better technologies tends to unlock better returns. Hence, this 7-page note evaluates ExxonMobil’s technology for constructing greenfield LNG plants, particularly in remote geographies. Its technical leadership stands out from our analysis of 3,000 patents across the industry. This matters as Exxon progresses new LNG investments in…

June 25, 2019

Shale: Upgrade to Fiber?

This note focuses on the most exciting new data methodology we have seen across the entire shale space: distributed acoustic sensing (DAS) using fiber-optic cables. It has now reached critical mass.

June 12, 2019

Aerial Vehicles: why flying cars fly

Aerial vehicles will do in the 2020s what electric vehicles did in the 2010s. They will go from a niche technology, to a global mega-trend that no forecaster can ignore. These conclusions stem from a deep-dive analysis into the technology, the fuel economies and the costs, all of which will be transformational.

June 5, 2019

Oil Companies Drive the Energy Transition?

There is only one way to decarbonise the energy system: leading companies must find economic opportunities in better technologies. No other route can source sufficient capital to re-shape such a vast industry that spends c$2trn per annum. We outline seven game-changing opportunities. Leading energy Majors are already pursuing them in their portfolios, patents and venturing.…

May 22, 2019

Shale EOR: Container Class

Is Shale-EOR the next wave of unconventional upside? The topic jumped into the ‘Top 10’ most researched shale themes last year. Stranded in-basin gas will improve the economics. Production per well can rise by 1.5-2x. The theme could add 2.5Mbpd to YE25 output.

May 12, 2019

LNG in transport: scaling up by scaling down?

Next-generation technology in small-scale LNG has potential to reshape the global shipping-fuels industry. Especially after IMO 2020 sulphur regulations, LNG should compete with diesel. This note outlines the technologies, economics and opportunities for LNG as a transport fuel.

April 30, 2019

Can technology revive offshore oil?

Can technology revive offshore and deep-water? This note outlines our ‘top twenty’ opportunities. They can double deep-water NPVs, add c4-5% to IRRs and improve oil price break-evens by $15-20/bbl.

April 17, 2019

Turn the Plastic Back into Oil

Due to the limitations of mechanical recycling, 85% of the world’s plastic is incinerated, dumped into landfill, or worst of all, ends up in the oceans. An alternative, plastic pyrolysis, is on the cusp of commercialisation.

April 12, 2019

U.S. Shale: Winner Takes All?

Shale is a ‘tech’ industry. And the technology is improving at a remarkable pace. But Permian technology is improving faster than anywhere else. These are our conclusions after reviewing 300 technical papers from 2018. We address whether the Permian will therefore dominate future supply growth.

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