Development capex: long-term spending from Oil Majors?
…sustained shortage of energy, especially if 50% lower-carbon gas is intended to replace coal as part of the energy transition, per our roadmap to net zero. Hence one cannot help…
Exploration capex: long-term spending from Oil Majors?
…to spend an average of $2.5/boe on exploration from 2005-2019 in order to hold its organic production “flattish”. Under-investment across the entire industry may foreshadow a sustained shortage of energy,…
Building automation: energy savings, KNX case studies and companies?
High-quality building automation typically saves 30-40% of the energy needed for lighting, heating and cooling. This matters amidst energy shortages, and reduces payback times on $100-500k up-front capex. This data-file…
Silver and gold: medal winners?
…the 2020s. Hence this 18-page note is an overview of gold and silver production, from mining to refining. We find very steep energy/CO2 curves, and fear supply shortages. What upside…
CH4 context: the largest methane leaks of all time?
…represent a direct attack on European infrastructure, further deepening what could be a decade-long energy shortage, a gutting of European industry. This also cements the likelihood that Europe will phase…
Global gas: five predictions through 2030?
…out on page 4. But timing matters. The ramp up of renewables is gradual. Conversely, Russian supplies could be offline through 2023, 2024. A 3-10bcfd gas shortage in Europe may…
Energy shortages: medieval horrors?
…1350-2, 1363-4, 1367-8, 1369-71 and 1390-1. As muscle power was the main motive energy source of the world, medieval energy shortages were effectively food shortages, curtailing human progress. And this…
Energy transition: the world turned upside down?
This 14-page note evaluates short- and medium-term options to alleviate energy shortages, which are now the second largest problem in the world. Despite a lot of posturing, we see ‘new…
Decarbonization in Europe: but is there enough gas?
…this, an incremental 85MTpa of LNG must be sourced by 2030, absorbing one third of new global LNG supplies, and stoking mid-2020s LNG shortages. $449.00 – Purchase Checkout Added to cart Policy…
Carbon offsets: ocean iron fertilization?
…nutrient low-chlorophyll concentrations (HNLC) indicate the areas where OIF is most likely to be effective. HNLC suggests primary productivity is below potential levels, due to a shortage of iron. HNLC…