Oil Major Cash Flow and Operating Leverage

Oil Major Cash Flow

…comes after $3 of cost. Hence small reductions in the cost base, through technology, deliver 3x larger uplifts to free cash flow. This is why we are screening Oil companies’…

LNG liquefaction technologies: an overview?

LNG liquefaction technologies

…examples and involved-companies (e.g., Air Products, Bechtel, ExxonMobil, Conoco, Shell, Golar). A typical LNG liquefaction plant has an energy intensity of 280kWh/ton of LNG, consuming 5% of the input gas…

Energy Transition Technologies?

Energy Transition Technologies

…including screening the patents of emerging companies. However, one sober conclusion from our past five years of research is that new technologies emerge quite slowly (chart below). Especially in later…

Vehicles: fuel economy and energy efficiency?

Vehicle fuel economy and energy efficiency

…ultimate CO2 intensity per mile of travel. In turn, these numbers are built up from physics calculations, enthalpy calculations and technical disclosures of underlying companies. A good rule of thumb…

Ventures for an Energy Transition?

Oil Major Venture Investments

…database shows which topic areas are most actively targeted by the Majors’ venturing, broken down across 25 sub-categories, including by company. We also chart which companies have gained stakes in…

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