Why the Thunder Said?
This 8-page report outlines the ‘four goals’ of Thunder Said Energy; and how we hope we can help your process……
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….
Fast-charge the electric vehicles with gas?
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…
Shale EOR: the economics
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….
Shale EOR: Container Class
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…
MCFCs: what if carbon capture generated electricity?
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…
Ten Themes for Energy in the 2020s
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…
Net zero Oil Majors: four cardinal virtues?
Attaining ‘Net Zero’ can uplift an Energy Major’s valuation by c50%. Specifically, this means emitting no net CO2, either from the company’s operations (Scope 1&2 emissions) or from the use…
Energy security: the return of long-term contracts?
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…
Scope 4 emissions: avoided CO2 has value?
Scope 4 CO2 emissions reflect the CO2 avoided by an activity. This 11-page note argues the metric warrants more attention. It yields an ‘all of the above’ approach to energy…