the research consultancy for energy technologies
…since 2014. Two thirds of that ascent can be attributed to the Permian, where output rose 4x over the same time-frame and 10-15% of production is ethane. So far, the…
…each basin. For example, the chart below shows some large Permian producers effectively reporting zero flaring, while others are flaring off over 0.1 mcf/bbl. All of the underlying data is…
…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…
…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…
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…
…unrecovered hydrocarbons can be decomposed into CO2 and hydrogen, and Cemvita’s spin-out, Gold Hydrogen, has made headlines describing trial results in the Permian. However, we think the reactions that Cemvita…
…Permian basin https://thundersaidenergy.com/2020/07/10/green-deserts-a-final-frontier-for-forest-carbon/ A final option is to extend the opportunity into oceans, which are 2.5x larger than all the world’s land. Although these methods and their consequences are less…
…be much higher for associated gas in oil basins than non-associated gas in gas basins. The Marcellus is the lowest-leak basin in our sample at 0.1%, versus the Permian, Bakken…
…factor of 5x. The best case economics are achievable in the Permian, where 10% IRRs are achievable at $30/ton CO2 prices, total costs are 60% lower than current produced water…
This data-model breaks down the economics of US shale, in order to calculate NPVs, IRRs and oil price break-evens of future drilling in major US basins (predominantly the Permian, but…