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…hits a monthly target. Lowering the average electricity price from 7.5c/kWh to 3c/kWh uplifts cash margins by around 10%. Our note on CO2-EOR is below. https://thundersaidenergy.com/2021/01/28/co2-eor-well-disposed/ Water injection operations have…
…2019. Pages 14-16 cover the maturation of shale-EOR, which was the greatest YoY improvement, reaching 32 papers in 2019. The cutting-edge of EOR is exciting. Page 18 outlines other technical…
The minimum CO2 purity for CCS starts at 90%, while a typical CO2 disposal site requires 95%, CO2-EOR requires 96%, CO2 pipelines require 97% and CO2 liquefaction or shipping requires…
…wells at 60-120 bar of pressure. Our base case cost is $20/ton, but can vary from $5-50/ton (model here) and there can be risks (data here). CO2-EOR can re-coup costs…
…26-pages) US Shale: No Country for Old Completion Designs (Aug-2019, 18-pages) Shale: upgrade to fiber? (July-2019, 25-pages) CO2-EOR in shale: the holy grail? (Aug-2019, online) Enhanced Oil Recovery in Shales:…
…by 2030. As costs deflate, CCS is expanding to more countries, more industries and away from EOR towards dedicated geological storage (charts above). The full data-file includes each facility, its…
…initiatives, renewables, lifting and logistics. Pages 24-25 quantifies the sequestration potential from CO2-EOR, which could offset the remaining CO2 left after all the other initiatives above. Our conclusion is to…
…the project details. Leading examples include the use of concentrated solar for steam-EOR in Oman and California, Solar PV in the Permian, and leading efforts from specific companies: such as…
…properties. This helps to fine-tune appropriate risking factors for vanilla CCS, blue hydrogen, CO2-EOR, CO2 shipping and super-critical CO2 power cycles. There is a wide moat around leading turbomachinery companies….
…properties, which helps to fine-tune appropriate risking factors for vanilla CCS, blue hydrogen, CO2-EOR, CO2 shipping, super-critical CO2 power cycles. There is also a wide moat around leading turbomachinery companies….