Ethanol: hangover cures?
Could new technologies reinvigorate corn-based ethanol? This 12-page note assesses three options. We are constructive on combining CCS or CO2-EOR with an ethanol plant, which yields a carbon-negative fuel. But…
Fuel costs and CO2 intensities?
…coal, wood, nuclear, biofuels, methanol, hydrogen, CO2-EOR products and the US electricity grid for comparison. Good rules of thumb are that $60/ton coal equates to thermal energy at 1c/kWh-th, while…
US Shale: the second coming?
…completion designs (page 8), optimizing completion fluids (page 8), Shale-EOR (page 9) and a step-change in machine learning algorithms (page 10-11). The leading companies are highlighted on page 12, ranked…
CO2 Storage: the top ten challenges in CCS?
…new CO2 technologies such as CO2-EOR, oxy-combustion, carbonate fuel cells, metal organic frameworks and direct air capture. Measuring and monitoring CO2 is one of the largest challenges, hence our data-file…
What oil price is best for energy transition?
…on R&D budgets, patent filings and venturing data (pages 10-11). CO2 sequestration is one of the largest challenges in our energy transition models. CO2-EOR is promising, but the economics do…
US shale: outlook and forecasts?
…shale-EOR. Modelling US shale production by basin? Our model for US shale production looks at each of the main basins, using a factor breakdown. Total production in month T1 =…
Well-by-well optimisation?
Production optimisation can uplift mature fields’ output by 5-20%, varying production rates, chokes, pump-rates and EOR strategies, well-by-well across a field. It’s another way to stave off decline rates. But…
Shale: restoring downstream balance? New opportunities in ethylene and diesel.
…is best illustrated by our deep-dive note, Winner Takes All, but also be recent work focusing on the emerging opportunities with Fibre-Optic Sensing and Shale-EOR. Can we help? If you…
Energy Transition Technologies?
…with less’ (electric vehicles, electrification, power-electronics, advanced materials, advanced manufacturing), switching coal to gas and LNG (50-60% lower CO2 per MWH), carbon capture and storage (CCS, blue hydrogen, CO2-EOR, CO2-to-materials)…
Water injection at oil fields: the economics?
This model captures the energy economics of a conventional waterflooding project in the oil industry, in order to maintain reservoir pressure and productivity at maturing oilfields. Our base case calculations…