Permian CO2-EOR: pushing the boundary?
…mechanism and economics are covered in detail in our deep-dive note, Shale-EOR, Container Class. But what is happening at the leading edge, as companies try to seize the opportunity? To…
Offshore Capex for Technology Leaders?
…offshore greenfields operated by these companies, which were sanctioned in 2017-19. Investments from Aramco, BP, Equinor, Exxon, Petrobras, TOTAL and Shell are included. The lowest-cost projects are not “easy oil”….
Energy Economics of e-Scooters
…of the top 4 e-scooter companies A timeline of shared mobility from 1965 to 2018. The download will also enable you to adjust the input assumptions, to test different scenarios….
Scooter Wars?
…commercialisation for quarter-of-a-century. Page 3 assesses the leading companies, all of which launched in late-2017 or early-2018, and have since raised $1.5bn. Pages 4-5 compares the energy-economics of electric scooters…
Deploying the Digital Twin
…data show the most common uses of digital twins, the most common context, the timing of the technology’s ascent and the companies who feature most prevalently in the technical literature….
TOTAL’s Plastic-Recycling Progress?
…it should be possible to uplift plastic recycling margins by $50-100/ton. We remain most excited, however, by plastic pyrolysis, being pioneered by smaller companies, to turn plastic back into oil….
Dreaming of Electric Frac Fleets?
In 2019, the virtues of switching diesel-powered frac fleets to gas-powered electric have been extolled by companies such as EOG, Shell, Baker Hughes, Halliburton, Evolution and US Well Services. The…
US shale: outlook and forecasts?
…(data here) and 55kg/boe on a refined basis running up to the point of combustion (data here). The spread is wide, after comparing and contrasting 425 companies here and here….
US Shale: No Country for Old Completion Designs
…cart Discussed companies include Apache, BP, Conoco, Chevron, Devon, ExxonMobil, Halliburton, Occidental, Pioneeer & Schlumberger. Page 2 compares 2019’s shale performance to-date with our January forecasts, identifying that initial-month producutivity…
Subsea Robots: the next generation?
…the early 2020s. The leading companies are tabulated in the data-file, by Major and Service firm (chart below). These solutions can save c$0.5-1/boe for a typical offshore oilfield, we estimate:…