Oil Major Cash Flow and Operating Leverage
…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’…
…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’…
…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…
…and cellulose-based products from companies such as Stora Enso. Upside for plastics in the energy transition is especially important, with plastics used in important components of the energy transition, from…
…we outline which companies are most advanced. Our work shows it is essential to invest with – or have your resources managed by – technology leaders. The industry must also…
…explains, similarly, why LNG is less advantageous in the shale patch than converting rigs and frac spreads to piped gas. Other technologies. Page 17 notes other companies with interesting offerings…
…a data-file of the ‘Top Technologies for IMO 2020’ around the industry, which give specific companies an edge. The data file now contains over 25 technologies across 7 Majors. $289.00 – Purchase…
…the forefront of solar. We have reviewed 37 patents across the group, and have characterised the leading companies’ efforts here (chart below). [/restrict] Please log in to view this content…
…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…
…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…
…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…