CO2-EOR in shale: the holy grail?
…people wanting our help to — figure out how to capture CO2 from industrial sources, and then what to do with it and oil reservoirs”. Our extensive work on these…
Drone Attacks on Energy Assets?
…of Libyan output in 2011 and c0.5Mbpd of output in Yemen and Syria. The more dangerous and worrying attacks have been full-scale assaults on large industrial assets. The worst example,…
Global hydrogen: market breakdown?
…to treat wood, for fuel additives and in industrial intermediates. Again, switching to green H2 inflates cost by 5x. We remain more excited by blue- and bio-methanol decarbonization pathways (note…
Northern Lights CCS: the economics?
…capturing industrial CO2, liquefying it, transporting it in ships, receiving it onshore in Norway, piping it 110km offshore, then injecting it 3,000m below the seabed. Phase 1 will likely sequester…
US Refinery Database: CO2 intensity by facility?
…from industrial gas companies? This question matters, as hydrogen value chains come into focus. Those who control the Steam Methane Reformers may be readily able to capture CO2 in order…
Screen of companies detecting methane leaks?
…distribution network. Sensing turns out to be a fascinating, $200bn pa industry, which is also crucial for greater digitization of industrial processes, benefitting from AI optimization, power grids and electric…
Subsea Services: Patent Leaders?
…to cart The balance has been shifting. During the oil downturn, large, industrial conglomerates effectively halved their pace of technology development, while some subsea service companies accelerated (chart below). The…
Plastic products: energy and CO2 intensity of plastics?
…the industrial processes described above. Nevertheless, we can construct a base case for the energy intensity and CO2 intensity of PET bottles, as a nice case study. And all of…
The route to net zero: an energy-climate model for 2-degrees
…CO2 remaining around 450ppm, under our ‘roadmap to net zero‘. This level is consistent with 2-2.5 degrees C of warming versus pre-industrial times, of which 1.2C has already occurred. And…
Conservation agriculture: farming carbon into soils
One-third of the atmosphere’s post-industrial CO2 does not derive from fossil fuel combustion but from the degradation of soils, where organic carbon has fallen from 4% to 1-2% due to…