Russia conflict: pain and suffering?

…of Ukraine, but also the West. Results include energy rationing and economic pain. Climate goals get shelved in this war-time scramble. Pragmatism, nuclear and LNG emerge from the ashes. For…
…of Ukraine, but also the West. Results include energy rationing and economic pain. Climate goals get shelved in this war-time scramble. Pragmatism, nuclear and LNG emerge from the ashes. For…
…our ‘roadmap to net zero’, with stark upside as a diversification to under-supplied LNG markets, if China exports its technology and as new start-ups require inventory builds (pages 10-13). Impacts…
…the relative costs of hydrogen, LNG, CNG. LPG and diesel; in Europe, in the US, with varying CO2 prices and in the 2040s. Niche adoption of hydrogen is possible in…
…strong credentials for natural gas as the fuel for the energy transition. All of our research into gas opportunities is linked here; and our work into LNG is linked here….
…to determine which Energy Majors are best-placed to weather the downturn, benefit from dislocation and thrive in the recovery. We find clear leaders in onshore, offshore, shale, LNG and digital….
This 8-page report outlines the ‘four goals’ of Thunder Said Energy; and how we hope we can help your process……
Spot markets have delivered more and more ‘commodities on demand’ over the past half-century. But is this model fit for the energy transition? Many markets are now desperately short, causing…
This model assesses the economics of a shale-EOR huff’n’puff project. NPVs and IRRs can be stress-tested as a function of oil prices, gas prices, production-profiles, EUR uplifts and capex costs….
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…
Should a shale rig switch to gas-fuel? We estimate that a dual-fuel shale rig, running on in-basin natural gas would save $2,300/day (or c$30k/well), compared to a typical diesel rig….
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