CO2 Intensity of Oilfield Supply Chains
…can be ranked on this measure of supply chain CO2-intensity: such as the Permian, the Gulf of Mexico, offshore Norway, Guyana, pre-salt Brazil and Middle East onshore production (chart above)….
US Shale Gas to Liquids?
…emanating from the Permian; and produce these advantaged products. It would also help reduce the risk of US LNG projects glutting the market. We therefore model the economics in this…
Satellites: the spy who loved methane?
…is possible to track Permian completion activity from space. We also suspect renewable growth may slow, as small-scale solar brings heartland markets closer to saturation. Satellite images should continue finding…
Why the Thunder Said?
…for >20Mbpd of Permian production, for natural gas to treble, for ‘digital’ to double Oil Major FCF, and for the emergence of new, multi-billion dollar companies and sub-industries amidst the…
Should a shale rig switch to gas-fuel?
…This is after a >20% IRR on the rig’s upgrade costs. The economics make sense. However, converting the entire Permian rig count to run on gas would only absorb c100mmcfd:…
Re-Frac Economics. How much uplift?
This model assesses the production-uplifts and well-level economics of re-fracturing shale wells in the Permian and the Eagle Ford, to improve recovery of previously missed pay. The opportunity is interesting…
The World’s Great Gas Fields and Their CO2
…gas value chains to be around 56 kg/mcf. Large, low-CO2 resources like the Permian, Marcellus and Mozambique are well-positioned to dominate future LNG growth. LNG markets are set to treble…
LNG: top conclusions in the energy transition?
…on E&P activity in the Haynesville, Permian and Marcellus. (7) Longer term supply growth will be dominated by the Middle East, which is particularly well placed to phase out China’s…
Oklo: fast reactor technology?
…Permian Basin. Hence can we de-risk Oklo’s fast reactor technology, based on its patents? What details can we infer from the patents? (chart above). How does the patent library look…
Shale oil: fractured forecasts?
…the dark blue line and maybe 100bn bbls remain. Quantitative evidence for slowing productivity is discussed on pages 4-7. Productivity data has moved sideways for 3-years now in the Permian,…