the research consultancy for energy technologies
…Especially for shale (page 9). Should it be for ever-greater shareholder returns, funding more growth to alleviate energy shortages, decarbonization, or eaten up by re-inflation in the energy services industry?…
…and increasingly for short-cycle shale. However, the share of these companies’ development capex in the US has averaged around 32% in the past three years. Development capex by region: losing…
…useful, we are guilty of simplifying and averaging quite complex and broad-ranging industries. More detail is available on different oil value chains (including oil sands and Permian shale in detail),…
…was switching coal to shale gas, saving over 750MTpa of CO2. UK CO2 emissions peaked in 1965 and have more than halved, of which 60% has been switching coal to…
…historically. However new markets are emerging, from cryogenic cycles through to applications focused on shale (although the latter requires avoiding the corrosive impacts of sand and debris in fluid streams)….
…particularly interesting patent adapts the process to oil shale that contains over c20% organic material and over c30% carbonate. It is noted that oxy-fired combustion of this low-grade resource could…
…Our outlook for shale is updated on page 10. Our outlook for solar is on page 11. The #1 materials bottleneck for 2024 is on page 12. Our #1 theme…
Oil markets endure 4 major volatility events per year, with a magnitude of +/- 320kbpd, on average. Their net impact detracts -100kbpd. OPEC and shale have historically buffered out the…
…transformers, transistors, harmonic filters, capacitors, reactive power. https://thundersaidenergy.com/2023/05/25/power-grids-down-to-the-wire/ The new age of volatility due to renewables, geopolitics, politics, policies. https://thundersaidenergy.com/2024/01/11/energy-market-volatility-climate-change/ Latest views on global energy, solar innovation, wind recalibration, nuclear, grid bottlenecks, shale and how AI…
…begin accessing deep geothermal energy, using improved drilling and completion technologies that were originally developed by the amazingly innovative US shale industry. But the world has changed, in ways that…