US LNG: new perceptions?
…we expect most of the LNG will be ‘Clear LNG’ with no embedded Scope 1&2 emissions (page 9). The challenges and bottlenecks for achieving this US LNG ramp are addressed…
…we expect most of the LNG will be ‘Clear LNG’ with no embedded Scope 1&2 emissions (page 9). The challenges and bottlenecks for achieving this US LNG ramp are addressed…
Cutting-edge LNG technologies can deliver 15% pre-tax IRRs, taking in $3/mcf gas and selling $10/mcf LNG: even after scaling down to nano-sized 4kTpa units. This data-file shows our workings, across…
This global LNG market data-base tabulates the details of over 300 offtake contracts across the LNG industry, tracking buyers, sellers, facilities, contract durations and destination flexibility. And by extension, this…
We have tabulated the costs of constructing an LNG-fuelling station for road vehicles across 55 distinct cost-lines, based on data from a dozen sites in Europe. Total capex will average…
Next-generation technology in small-scale LNG has potential to reshape the global shipping-fuels industry. Especially after IMO 2020 sulphur regulations, LNG should compete with diesel. This note outlines the technologies, economics…
This data file tabulates the acreage footprints and peak worker counts at c20 recent LNG projects. It is interesting how these variables are likely to change over time, to lower…
This is a simple model of long-term LNG demand, extrapolating out sensible estimates in the world’s leading LNG-consuming regions. On top of this, we overlay the upside from two nascent…
…LNG process units and their fabrication. The full data-file spells out our conclusions, with details on each of the underlying patents, a review of companies filing LNG patents in 2020….
It would be unwise to under-estimate the complexity of creating a new LNG province, with a 50MTpa prize on the table in Mozambique. After the first two trains are in…
For large-scale capital projects in a commodity industry, harnessing better technologies tends to unlock better returns. Hence in this 7-page note we evaluate ExxonMobil greenfield LNG plant construction technology, particularly…