the research consultancy for energy technologies
…cleaned data-set is available for download below. Across all energy sub-sectors, there are benefits to counter-cyclical investment, whether we are considering oil, gas, LNG, nuclear, wind, solar or power grids….
…times almost always rewards being early or counter-cyclical. Our first case study for building in boom times is the Australian LNG industry, where projects later in the queue cost 2x…
…at other points in the past, albeit we think LNG will surprise to the upside and there is growing value in volatility, per page 10. The most mentioned companies in…
…network on the Gulf Coast, helium and LNG process technologies. It is expanding into blue hydrogen and green hydrogen + hydrogen transport. The NEOM Green Hydrogen project in Saudi Arabia…
…challenges of separation processes such as refining, chemicals, LNG, hydrogen, biogas, desalination and CCS are summarized on pages 2-5. Separation is inherently an energy-consuming process, to overcome the Entropy of…
Energy transition is underway. Or more specifically, five energy transitions are underway at the same time. They include the rise of renewables, shale oil, digital technologies, environmental improvements and new…
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….
When electric vehicles are widespread, how will we fuel them? Our model shows the economics can be compelling for powering fast-chargers using gas turbines. $289.00 – Purchase Checkout Added to cart The…
Molten carbonate fuel cells (MCFCs) could be a game-changer for CCS and fossil fuels. They are electrochemical reactors with the unique capability to capture CO2 from the exhaust pipes of…
We presented our ‘Top Ten Themes for Energy in the 2020s’ to an audience at Yale SOM, in February-2020. The audio recording is available below. The slides are available to…