Gas Gathering: how much CO2 and Methane?

Gas gathering and gas processing are 50% less CO2 intensive than oil refining. Nevertheless, these processes emitted 18kg of CO2e per boe in 2018, hence the gas industry must strive…

The World’s Great Gas Fields and Their CO2

The CO2 content of gas fields is going to matter increasingly, for future gas development decisions: CO2 must be lowered to 50ppm before gas can be liquefied, adding cost. Moreover,…

European Natural Gas Demand Model

This model estimates European gas demand in the 2020s, as a function of a dozen input assumptions, which you can flex. They include: renewables’ growth, the rise of electric vehicles,…

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….

How to structure a decarbonized gas value chain?

…end gas prices of $4-14/mcf and other CO2 mitigation options up to $800/ton. This 15-page note outlines how to structure a decarbonized gas value chain, securitizing forestry-based carbon commitments in…

Should the shale rigs 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….

Carbon Funds to Decarbonize Natural Gas

This economic model illustrates a carbon fund to decarbonize natural gas by planting new forests, while also generating passable economics, attracting investment and incentivizing CO2 savings. The mechanics are that…