the research consultancy for energy technologies
…we assessed Chevron’s shale patents, to identify technologies that could support guidance for 900kboed of Permian production by 2023. Page 3 sets out Chevron’s technologies for shale exploration and appraisal,…
…6kg/boe, 1kg/mcfe, or +2% on Scope 3 emissions) and/or Permian gas in LNG or blue hydrogen value chains (0.3%). Residential gas use is closer to 0.8-1.2%, which is 4-6kg/mcfe; or…
…Geometries? (Nov-2019, online) Pioneer: machine learning on Permian seismic? (Apr-2019, online) Permian CO2-EOR: pushing the boundaries? (July-2019, online) https://thundersaidenergy.com/2019/08/27/us-shale-no-country-for-old-completion-design/ Offshore Oil & Gas Offshore oil and gas will be forced…
Shale is a ‘tech’ industry. The technology keeps improving at an incredible pace. But Permian technology is improving fastest, extending its lead over other basins. These are our conclusions from…
The Majors’ deepening interest in shale was illustrated by Chevron’s $50bn acquisition of Anadarko. Consolidating in the Permian fits our ‘Winner Takes All‘ thesis. But who else wants more shale…
…This is after a >20% IRR on the rig’s upgrade costs. The economics make sense. However, converting the entire Permian rig count to run on gas would only absorb c100mmcfd:…
…can be ranked on this measure of supply chain CO2-intensity: such as the Permian, the Gulf of Mexico, offshore Norway, Guyana, pre-salt Brazil and Middle East onshore production (chart above)….
…emanating from the Permian; and produce these advantaged products. It would also help reduce the risk of US LNG projects glutting the market. We therefore model the economics in this…
…for >20Mbpd of Permian production, for natural gas to treble, for ‘digital’ to double Oil Major FCF, and for the emergence of new, multi-billion dollar companies and sub-industries amidst the…
…shale well, specifically a Permian shale oil well, looking line by line, across the CO2 intensity of concrete and steel, drilling, hydraulic fracturing, the supply chains bringing in sand, water…