US Shale Gas to Liquids?
project disclosures and our learnings from the patent history. Our base case IRR is 15%, taking in 1.6bcfd of shale gas. Resiliency is tested by varying oil and gas prices….
Maintenance costs for gas-powered trucks?
…was specifically attributed to running on CNG. Specifically, gas spark plugs must be replaced every 60,000 miles, niche maintenance operations are more expensive and in one instance, the truck engines…
Global gas: catch methane if you can?
Scaling up natural gas is the largest decarbonisation opportunity on the planet. But this requires minimising methane leaks. Exciting new technologies are emerging. This note ranks producers, positions for new…
Oxy-combustion: economics of zero-carbon gas?
Oxy-combustion is a next-generation power technology, burning fossil fuels in an inert atmosphere of CO2 and oxygen. It is easy to sequester CO2 from its exhaust gases, helping heat and…
De-Carbonising Cars. Can Oxy-Combustion Save Gasoline?
We are positive on the opportunity to de-carbonise gas-fired power generation using next-generation combustion technologies, such as oxy-combustion, which is reviewed in our deep-dive note, ‘Decarbonising Carbon‘. Could the same…
Shell drives LNG in transport?
Shell is the leading Major in driving new LNG demand, based on patent filings (chart above). As an example, we highlight a leading new technology to promote LNG demand…
The Ascent of LNG?
Gas demand could treble by 2050, gaining traction not just as the world’s cleanest fossil fuel, but also the most economical. The ascent would be driven by technology. Hence this…
CO2-EOR in shale: the holy grail?
…oil recovery to shales across the Permian, D.J. and Powder River basins” On decarbonised gas power : “What it does is, it takes natural gas combines that with oxygen and…
Disrupting Agriculture: Energy Opportunities?
…direct CO2 savings of 400MTpa, enough to offset 10% of US oil demand; 2bcfd of upside to US gas demand; and enough land would be freed up to decarbonise all…
Alternative truck fuels: how economic?
This data-file compares different trucking fuels — diesel, CNG, LNG, LPG and Hydrogen — across 35 variables. Most important are the economics, which are fully modelled. Natural Gas can be…