Exploration capex: long-term spending from Oil Majors?
…to $1/boe, or around $1bn per company pa in 2022. The US has always been the most favored destination, attracting c25% of all exploration investment, both offshore (e.g., Gulf of…
…to $1/boe, or around $1bn per company pa in 2022. The US has always been the most favored destination, attracting c25% of all exploration investment, both offshore (e.g., Gulf of…
…power transmission works is here. Operating data for high voltage transmission cables are here. Leading US transmission and distribution utilities are screened here. Leading companies in HVDCs are here. Offshore…
…of global production. Development capex by region: gaining share? The US has always been the most favored destination, attracting c25% of all development capex, both offshore (e.g., Gulf of Mexico)…
…of transmission lines and 8,000 km of distribution infrastructure? Although the requirements will clearly vary case by case and depend on regional backlogs. A far-offshore wind project clearly has different…
…10-15MW turbines, especially offshore, is almost always associated with PMSG turbines. Why do wind turbines use Rare Earth magnets? The short answer is that Rare Earth magnets have greater magnetic…
…to $1,500/kW in 2022, although offshore wind, as an exception, has reinflated. How has this happened? And what happens from here? The scale-up to mass manufacturing has been the largest…
…accountable, driven by numbers, per pages 16-21. The work draws on five-years of modelling of solar costs, onshore wind, offshore wind, gas turbines, coal plants, nuclear plants, hydro and diesel…
…are highly context-dependent. For example, a utility scale solar assets that prevents having to build a new diesel genset has deeply negative CO2 abatement cots, while new offshore wind farm…
…in our own models of onshore wind economics, offshore wind economics and solar project economics. But what are the decarbonization costs, i.e., the costs per ton of CO2 avoided? The…