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%;…
LNG liquefaction: the economics?
…variables such as: LNG sales price, Capex/tpa, Opex/mcf, Utilization, Thermal Efficiency, LNG shipping distance, LNG tanker rates, and liquids cuts. A detailed capex breakdown is also provided (below). A base…
Small-Scale LNG liquefaction Costs: New Opportunities?
Cutting-edge LNG technologies can deliver 15% pre-tax IRRs, taking in $3/mcf gas and selling $10/mcf LNG: even after scaling down to nano-sized 4kTpa units. This data-file shows our workings, across…
Long-term LNG supplies: devastating shortages?
Our LNG supply model looks project-by-project, across 125 LNG facilities: including c40 mature plants, c12 under development, c20 in design and c25 under discussion. Our base case supply estimates come…
Costs of an LNG fuelling station
We have tabulated the costs of constructing an LNG-fuelling station for road vehicles across 55 distinct cost-lines, based on data from a dozen sites in Europe. Total capex will average…
LNG in transport: scaling up by scaling down?
Next-generation technology in small-scale LNG has potential to reshape the global shipping-fuels industry. Especially after IMO 2020 sulphur regulations, LNG should compete with diesel. This note outlines the technologies, economics…
Long-Term LNG Demand: technology-led?
This is a simple model of long-term LNG demand, extrapolating out sensible estimates in the world’s leading LNG-consuming regions. On top of this, we overlay the upside from two nascent…
LNG liquefaction: what challenges and opportunities?
…LNG process units and their fabrication. The full data-file spells out our conclusions, with details on each of the underlying patents, a review of companies filing LNG patents in 2020….
LNG plant footprints: compaction costs?
This data file tabulates the acreage footprints and peak worker counts at c20 recent LNG projects. It is interesting how these variables are likely to change over time, to lower…
Greenfield LNG: Does Exxon have an edge?
Harnessing better technologies tends to unlock better returns, for large-scale capital projects in a commodity industry. Hence this 7-page note evaluates ExxonMobil’s technologies for constructing greenfield LNG plants, particularly in…