LNG Ships: a new record-setter?
…to LT LNG demand, from large, fuel-intensive ships, after IMO 2020. Sleipnir is a record-setting crane-lift vessel, with capacity to pick up 20,000T. This eclipses the prior records in offshore…
Container freight: shipping economics?
This data-file models the total costs of shipping a container c10,000 nautical miles from China to the West. Specifically, we calculate what freight rate is required to earn a 10%…
Global shipping and the switch from fuel oil?
The 240MTpa shipping-fuels market will be disrupted from 2020, under IMO sulphur regulations. Hence, this data-file breaks down the world’s 100,000-vessel shipping fleet into 13 distinct categories. Fuel consumption is…
LNG shipping: company screen?
…such as MEGI (Man) and X-DF (WinGD), yielding AER CO2 intensities below 5 grams of CO2 per dwt-mile. Conversely, older vessels and steam vessels can have AER CO2 intensities above…
Turning the tide: is another offshore cycle brewing?
…projects, and thus excite another cycle of offshore exploration and development. Beneficiaries include technology leaders among offshore producers, subsea services, plus more operationally levered offshore oil services. The idea is…
Offshore wind: the lion, the witch and the wardrobe?
…interest rates? What are the economic sensitivities? We have expanded our commodity price databases and offshore wind models to answer these questions on pages 6-9. What forecasts for global offshore…
LNG as a Shipping Fuel: the Economics
This model provides line-by-line cost estimates for LNG as a shipping fuel, compared against diesel. We used industry data and academic studies to estimate the all-in costs for (a) trucking…
Shell drives LNG in transport?
…temperature and “thereby limit flashing in the receiving tank during transfer”. Versatility. The system can be installed in new LNG-powered vessels, new conversion of diesel vessels or retro-fitted onto existing…
Offshore Capex for Technology Leaders?
Technology leadership determines offshore capex. Specifically, this data-file measures a -88% correlation coefficient between different Major’s offshore patent filings in 2018 and their projects’ capex costs. $199.00 – Purchase Checkout Added to…
Offshore Wind: Tracking Turbines with Satellites and Machine Learning?
…Majors’ offshore wind investments. Commoditised, industry-standard technologies yield single-digit returns at best. Model it from a portfolio perspective, and the optimal portfolio allocation to undifferentiated renewables technology is just 5-13%…