The green hydrogen economy: a summary?
…hydrogen was produced globally. 95% of it was grey, meaning it was derived from steam-methane reforming of natural gas. The cost of this process is around $1.3/kg ($11.5/mcf-gas– equivalent) and…
Decarbonization in Europe: but is there enough gas?
…power markets are modelled on page 4, showing how demand will rise at c1% per year, plus the relative growth rates of renewables and gas. The impacts on gas markets…
Decarbonized gas: ship LNG out, take CO2 back?
Can you transport CO2 in LNG carriers? This 14-page report explores an option to decarbonize global LNG: (i) capture the CO2 from combusting natural gas (ii) liquefy it, including heat…
NET Power: gas-fired power with inherent CO2 capture?
…$3.5/mcf hub gas prices (and by extension, $4.5-5.5/mcf input gas prices), in our model of NET Power’s oxy-combustion process linked here. The usual caveats apply that levelized cost calculations can…
LNG: top conclusions in the energy transition?
…disruptions. Meanwhile, Europe’s 15bcfd of Russian gas imports, volumetrically equivalent to 110MTpa of LNG, are shifting. The best note covering our gas outlook is linked here and our European gas…
Organic Rankine Cycles: the energy economics?
…by evaporating a liquid into a high-pressure gas, then expanding the gas across a turbine, before re-condensing it. The mechanical energy can be used to drive a generator and produce…
Should a shale rig switch to gas-fuel?
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….
Production profiles: renewables vs oil and gas?
Wind, solar, oil and gas are all capable of supplying comparable energy at comparable prices: 5c/kWh wind and solar is economically competitive with c$50 oil and $6/mcf gas, over a…
Methane emissions from pneumatic devices: by operator, by basin?
…actuated by pressurized natural gas, widely used in the oil and gas industry, and numbering around 800,000 in the US in 2021, across 22Mboed of production that we are tracking,…
Decarbonize Heat?
…including heat pumps, renewables, biogas and hydrogen. The lowest cost and most practical solution is to double down on natural gas, alongside nature-based carbon offsets. Global gas demand for heating…