Search results for: “gas turbine”
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Great white whales: the end of oil and gas?
Whale oil was a dominant, albeit barbaric, lighting fuel in the 19th century. But what happened to pricing as the industry was disrupted by kerosene and ultimately by electric lighting? We find whale oil pricing maintained a 25x premium to rock oil and outperformed other commodities as the whale oil market collapsed. As whaling declined,…
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A new case for gas: what if renewables get overbuilt?
Overbuilding renewables may make power grids more expensive and less reliable. Hence more businesses may choose to generate their own power behind the meter, installing combined heat and power systems fuelled by natural gas. IRRs reach 20-30%. Efficiency is 70-80%. Total CO2 falls by 6-30%. This 17-page note outlines the opportunity.
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Methane reforming: costs of grey hydrogen, costs of blue hydrogen?
This data-file captures the economics of blue hydrogen production via reforming natural gas: either steam-methane reforming or auto-thermal reforming. Costs and operating parameters are compiled from technical papers. Blue hydrogen can be cost-competitive with CCS, while overall costs are most sensitive to gas prices.
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Decarbonization in Europe: but is there enough gas?
A lack of gas is likely to slow down Europe’s energy transition in the 2020s. This is the conclusion in our new 12-page note, which captures basic EU policy objectives. An incremental 85MTpa of LNG must be sourced by 2030, absorbing one third of new global LNG supplies and stoking shortages.
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Fuel costs and CO2 intensities?
We have produced a cross-plot of the costs and CO2 intensities of different fuels, in $/boe and kg of CO2 per boe, to compre the relative attractiveness of decarbonization options. Favored decarbonization options are nature based solutions, CO2-EOR, blue hydrogen and coal-to-gas switching.
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Insulation: deliver us from gas shortages?
Insulating materials slow the flow of heat from a warm house by 30-100x. But 60-90% of today’s housing stock is 30-70% under-insulated. We think renovation rates could treble as gas shortages re-prioritize energy savings. This 12-page note screens who might benefit.
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European shale: an overview?
Europe has 15 TCM of technically recoverable shale gas resources. This data-file aims to provide a helpful overview, as we expect exploration to re-accelerate. Ukraine has the best shale in Europe, which may even be a motivation for Russian aggression. Other countries with good potential, held back only by sentiment are Romania, Germany, UK, Bulgaria…
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CH4 context: the largest methane leaks of all time?
Global methane emissions run to 360MTpa. 40% is agriculture, 40% is the energy industry and 20% is landfills. Within energy, over 30% of the leaks are from coal, 30% are from oil, 27% are from gas. This short note quantifies some of the largest methane leaks of all time, and provides context for the recent…
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Decarbonized gas: ship LNG out, take CO2 back?
This note explores an option to decarbonize global LNG: (i) capture the CO2 from combusting natural gas (ii) liquefy it, including heat exchange with the LNG regas stream, then (iii) then send the liquid CO2 back for disposal in the return journey of the LNG tanker. There are some logistical headaches, but no technical show-stoppers.…
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Blue ammonia projects: a screen?
This data-file captures a sample of 30MTpa of blue ammonia projects from 1980 to 2030, including their location, companies, timings (year of FID, year of start-up), their sizes (in MTpa), their CO2 reductions (in %), their capex costs (in $M, where disclosed) and the implied capex costs ($/Tpa). We have also summarized each project with…
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