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,…
Production profiles: renewables vs oil and gas?
Wind, solar, oil and gas are all capable of supplying comparable energy at comparable prices: 5c/kWh wind and solar is economically competitive with c$50 oil and $6/mcf gas, over a…
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….
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,…
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…
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….
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…
Blockchain in the Oil & Gas Supply Chain
This datafile tabulates ten examples of deploying Blockchain in the oil and gas industry from 2017 onwards; including the companies involved, the use cases, and our estimates of the cost…
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…