Search results for: “gas turbine”
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Seeing sense: digitize the downstream gas network?
Greater digitization of gas networks looks increasingly important, as gas, biogas, hydrogen and CCS all aim to shore up their futures. This 15-page note started as a deep-dive into the true leakage rates in downstream gas; and ended up finding opportunities in sensors and pipeline monitoring.
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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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Cement costs and energy economics?
This data-file captures cement costs, based on inputs, capex and energy economics. A typical cement plant requires a cement price of $130/ton for a 10% IRR, on capex costs of $200/Tpa, energy intensity of 1,000 kWh/ton and CO2 intensity of 0.9 tons/ton. Cement costs can be stress tested in the data-file.
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Formaldehyde production: the economics?
Formaldehyde producton costs are captured in this data-file, covering one of the ‘top 50’ commodity chemicals intermediates (MDF, wind turbine blades, disinfectants). Marginal cost is $500/ton, a direct linear function of gas prices. Embedded CO2 is 0.75 tons/ton, of which 90% is from methanol inputs.
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Silica producers: screen of leading companies?
Highly pure silica sand, with well over 95% SiO2 content and less than 0.6% iron oxide, is an important resource used in making glass, metal foundries, “proppant” for hydraulic fracturing in the oil and gas industry and making high-grade silicon (for chips and PV silicon). The market is 350MTpa. This data-file is a screen of…
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Wind generation case study: minute by minute volatility?
The volatility of wind generation is illustrated in this data-file, by aggregating the data for a large wind project in Australia, every five minutes, across an entire calendar year. Intra-day and inter-day volatility is 30-60% higher than for solar. 2-6 day feasts and famines are hard to backstop with batteries. Solar also cannibalizes wind?
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Offshore vessels: fuel consumption?
This database tabulates the typical fuel consumption of offshore vessels, in bpd and MWH/day. We think a typical offshore construction vessel will consume 300bpd, a typical rig consumes 200bpd, supply vessels consume 150bpd, cable-lay vessels consume 150bpd, dredging vessels consume 100bpd and medium-sized support vessels consume 50bpd. Examples are given in each category, with typical…
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Global energy market model for the energy transition?
This data-file is a global energy market model for the energy transition. It contains long-term energy supply-demand forecasts by energy source; based on a dozen core input assumptions. Total useful energy consumed by human civilization rises from 80,000 TWH pa to 140,000 TWH pa by 2050. The mix is 30% gas, 30% solar, 15% oil,…
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Global gas: catch methane if you can?
Scaling up natural gas is the largest decarbonisation opportunity on the planet. But this requires minimising methane leaks. Exciting new technologies are emerging. This note ranks producers, positions for new policies and advocates developing more LNG. To seize the opportunity, we also identify early-stage companies in methane measurement and mature public companies in the oilfield…
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Biogas: the economics?
Biogas costs are broken down in this economic model, generating a 10% IRR off $180M/kboed capex, via a mixture of $16/mcfe gas sales, $60/ton waste disposal fees and $50/ton CO2 prices. High gas prices and landfill taxes can make biogas economical in select geographies. Although diseconomies of scale reward smaller projects?
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