Shell: the future of LNG plants?

Shell is revolutionizing LNG project design, based on reviewing 40 of the company’s gas-focused patents from 2019. The innovations can lower LNG facilities’ capex by 70% and opex by 50%;…

Carbon Credentials drive Capital Costs?

Lower carbon oil and gas may be increasingly valued by investors, earning higher multiples and lower costs of capital. This is the conclusion from our recent investor survey, linked here….

Power from Shore: the economics?

We model the economics of powering an oil platform from shore, using cheap renewable power instead of traditional gas turbines. This can lower upstream CO2 emissions by 5-15kg/bbl, or on…

US Offshore Wind Economics?

This model outlines the economics of an offshore wind project, based on guidance for Equinor’s flagship, 816MW “Empire Wind”: an exciting development off New York, constructing c80 x c10 MW…

Guyana: Economic Model

This download is a full economic model for the development of Exxon, Hess and CNOOC-Nexen’s Stabroek block in Guyana. The output is our base case expectation for the block’s ultimate…

Guyana: carbon credentials & capital costs?

Commercialising Guyana’s new oil resources could entail 30-35kg of CO2 per bbl, which is c50% below the oil industry average. Prioritising such low carbon barrels will matter increasingly to investors,…

Long-Term LNG Supply: Path-Dependent?

Our LNG supply model looks project-by-project, across 115 LNG facilites: including c40 mature plants, c15 under development, c20 in design and c30 under discussion. Our base case supply estimates come…