What oil price is best for energy transition?
…flaring reductions, CO2 sequestration and new energy R&D. This 15-page note looks line by line through our models of oil industry decarbonization. We find stable, $60/bbl oil is the best…
Midstream opportunities in the energy transition?
…mitigating methane leaks and by building our more midstream infrastructure to reduce flaring, where as much as 8% of the methane may slip through the flares uncombusted. (10) Midstream companies…
Should a shale rig switch to gas-fuel?
…rig count to run on gas would only absorb c100mmcfd: not much of a dent in c1bcfd of flaring, as 2020 gas bottlenecks bite. This model shows all our workings….
Oil industry CO2 per barrel?
We have constructed a simple model to estimate the CO2 emissions of commercialising an oil resource, as a function of a dozen input variables: such as flaring, methane leakage, gravity,…
Ten Themes for Energy in 2021?
…different industrial sub-segments (pages 18-20). (8) Geopolitical flashpoints are going to flare up around climate policies (pages 21-22). (9) Non-obvious opportunities in the Energy Transition are most exciting, hence we…
MIRALON: turquoise hydrogen breakthrough?
…1 ton/ton), which should open up access to $1/kg of 45V incentives under the IRA. Future formulations derived from gas that would otherwise have been flared, landfill gas or biogas…
Origen Carbon: DAC breakthrough?
…and blowers. It could work well in petroleum basins with stranded gas that might otherwise be flared. Another advantage that is cited in the patents is that the oxygen plant…
Efficient frontiers: improvements from a CO2 price within oil and gas?
…CO2 price, and leading companies are identified based on reviewing 1,500 Western patents on pages 6-9. The opportunity to eliminate flaring fully from the US with a CO2 price below…
What oil price is best for energy transition?
…industrial efficiency, flaring reductions, CO2 sequestration and new energy R&D. This 15-page note looks line by line through our models. We find stable, $60/bbl oil is ‘best’ for the transition….
Landfill gas: rags to riches?
Methane emissions from landfills account for 2% of global CO2e. c70% of these emissions could easily be abated for c$5/ton, simply by capturing and flaring the methane. Going further, low…