US shale: outlook and forecasts?
…just 20-50 additional rigs. Although recently we wonder whether the US blue hydrogen boom will absorb more gas and outcompete LNG, especially as the US Gulf Coast becomes the most…
Global LNG supply model: by project and by country?
…because 90MTpa of US LNG is already under development. We do see risk to pre-FID US LNG projects, especially as blue hydrogen value chains in the US increasingly compete for…
Global oil demand forecasts: by end use, by product, by region?
…hard to decarbonize due to limits on the energy density of lithium ion batteries and myriad issues with hydrogen-based fuels. Non-OECD oil demand has risen from 35Mbpd in 2005 to…
CO2 intensity of natural gas value chains?
…LNG, including via CCS, blue hydrogen and nature-based CO2 removals. Download the model and you can quickly compute the CO2 intensity of natural gas, including the emissions profiles of other resources….
Carbon Costs of IMO 2020?
…fuel oil into low-sulphur diesel. The drivers are an extra stage of cracking, plus higher-temperature hydrocracking and hydrotreating, which will also have the knock-on consequence of increasing hydrogen demands. Higher…
CO2-Labelling for an Energy Transition?
…our decarbonisation models. The savings could surpass $1trn per annum if the reliance is lowered on costly green hydrogen technologies, although these do not currently feature heavily in our decarbonisation…
CO2 intensity of shale: breakdown by category?
…total Scope 1&2 emissions. This is why there is such importance on improving gas utilization (e.g., from booming blue hydrogen value chains) and preventing methane leaks. For a comparison with…
European gas and power model: natural gas supply-demand?
…coal and nuclear, industrial activity, efficiency gains, LNG and hydrogen. Please download the model to run your own scenarios. Our numbers have changed since the publication of our latest outlook…
Fuel Cell Patents: twenty years of progress?
This data-file tabulates the numbers of patents filed into different types of fuel-cells, from 2000-2020, globally and in key geographies: China, Japan, Korea and the US. $499.00 – Purchase Checkout Added to…
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…