LNG liquefaction: the economics?
This model captures the economics for a typical LNG liquefaction project, breaking down IRRs and NPVs as a function of key input-variables. In our base case, a new LNG project…
Can carbon-neutral fuels re-shape the oil industry?
Fuel retailers have a game-changing opportunity seeding new forests, outlined in our 26-page note, then commercializing CO2 neutral fuels with carbon offsets. Nature based solutions could offset c15bn tons of…
Electric Vehicles Increase Fossil Fuel Demand?
…of EVs is seen growing exponentially. The finding is a strong positive for natural gas, as outline in our new 13-page note. $329.00 – Purchase Checkout Added to cart Pages 2-3 outline…
COVID-19: what have the oil markets missed?
…is over, new driving behaviours could actually increase gasoline demand, causing a very sharp oil recovery. Finally, over the longer-term, structural changes will take hold, transforming the way consumers commute,…
What oil price is best for energy transition?
…flaring reductions, CO2 sequestration and new energy R&D. This 15-page note looks line by line through our models of oil industry decarbonization. We find stable, $60/bbl oil is the best…
Urban Traffic by Time and by Travel Speeds?
We have quantified the average speed of automobiles on a dozen highways and expressways flowing into New York City from Long Island, CT and New Jersey, to quantify how traffic…
Nuclear Power Project Economics
…challenges have included high capex costs and long construction cycles. This means that a CO2 price of $270/ton is required before new nuclear projects would outcompete new gas projects, on…
Carbon-negative plastics: a breakthrough?
…polyethylene. An exciting array of companies is aiming to convert waste CO2 into materials, as part of the energy transition. We have profiled 27 leading examples in our screen, which…
Green deserts: a final frontier for forest carbon?
…to grow forests in the Sahara. The CO2 costs of supplying sufficient water could exceed the CO2 absorbed by new trees. Supplementing rainfall in marginal lands is a more compelling…
Carbon offsets: ocean iron fertilization?
…iron additions. Maximum phytoplankton growth occurs in response to 1.0-2.0nM. For example, in one experiment, denoted as IronEx-2, surface chlorophyll increased 27-fold, peaking at 4 mg/m3 after 7-days, increasing primary…