…10 technology-leaders”: in upstream, offshore, deep-water, shale, LNG, gas-marketing, downstream, chemicals, digital and renewables. In each case, we profile the leading company, its edge and the proximity of the competition….
…Mexican Heavy) and producers with low regard for flaring and methane emissions (e.g., Iran, Iraq). However, gas production is lower CO2. Download the model and you can quickly compute approximate…
Many commentators fear long-run oil demand is on the cusp of a steep contraction, leaving oil and gas assets stranded. We are more concerned about the opposite problem. Projecting out…
…‘venturing’ model is needed, to incubate better technologies. CO2 budgets can also be stretched furthest by re-allocating to gas, lower-carbon oil and lower-carbon industry. But divestment is a grave mistake….
…better technologies. CO2 budgets can also be stretched furthest by re-allocating to gas, lower-carbon oil and lower-carbon industry. But divestment is a grave mistake. These are the conclusions in our…
…ramping up: in Russia, Novatek’s Vyotsk (1.1MTpa) and Gazprom’s Portovaya are both devoted to Baltic shipping fuels (1.5MTpa) and sourced from the same input gas as Nord Stream; followed in…
…successful adoption across some of the hydrogen-using industries shown above. Covered technologies used to generate today’s hydrogen include steam methane reforming, coal gasification (with an eye watering 25 tons of…
What if it were possible to displace diesel from high-cost, high-carbon “island” electricity grids, by charging up large batteries with gas– and renewable power, then shipping the batteries? This model…
Gas and diesel engines can be particularly inefficient when idling, or running at 20-30% loads. At these levels, their fuel economy can be impaired by 30-80%. This is the rationale…
We model the economics of powering an oil platform from shore, using cheap renewable power instead of traditional gas turbines. This can lower upstream CO2 emissions by 5-15kg/bbl, or on…