Turning the tide: is another offshore cycle brewing?
…draw of 2.5bn bbls. >$80/bbl oil prices are needed to instigate a new offshore cycle, as modelled and explained on pages 6-9. Can’t the next oil cycle be quenched purely…
Shipping in batteries: the economics?
…assesses the relative economics and relative CO2 emissions of such a possibility. The model is sensitive to oil prices, battery prices, hurdle rates and alternative power prices. Economics should improve…
CO2-EOR: the economics?
…IRRs are attainable under our base case assumptions at $50/bbl oil prices and $20/ton CO2 prices, however the economics are sensitive to field-by-field variables. The data-file includes a full cost…
US shale: the economics?
…crew costs, diesel prices, sand prices, tubular steel prices, cement prices and other more niche services. Stress-testing the model. You can flex input assumptions in the ‘NPV’ and ‘CostBuildUp’ tabs…
Naphtha cracking: costs of ethylene, propylene and aromatics?
…depends on the oil price, which can be flexed in the model. In our recent research, we argue that the rise of electric vehicles will dent demand for naphtha more…
Purified terephthalic acid: PTA production costs?
…recovered). Other inputs can be stress-tested in the model, such as capex costs, O&M costs, labor rates, uptime and utilization, process efficiency, gas prices, electricity prices, CO2 prices and tax…
Costs of home heating technologies
…even after paying $50/ton for CO2 offsets, to decarbonize the gas. Heat pumps are most efficient. To compare and contrast the different solutions, you can vary oil prices, gas prices…
Energy transition: investment strategies?
…solvency, sanity (!). Consider that within the past five years, oil prices started at $80/bbl, collapsed into negative territory in Apr-2020, then recovered above $120/bbl in mid-2022. Our work has…
CO2-EOR in Shale: the economics
…you to stress-test your own assumptions such as: oil prices, gas prices, CO2 prices, CO2 tax-credits, compressor costs and productivity uplift. The impacts on IRR, NPV and FCF are visible….
De-Manning Deepwater?
We have estimated the cost savings for de-manning an offshore oil platform, based on recent technical disclosures from Technip-FMC, as “the oil price slump in the past few years combined…