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…
For large-scale capital projects in a commodity industry, harnessing better technologies tends to unlock better returns. Hence this 7-page note evaluates ExxonMobil’s technology for constructing greenfield LNG plants, particularly in…
A vast new up-cycle for LNG is in the offing, to meet energy transition goals, by displacing coal and improving industrial efficiency. 2024-25 LNG markets could by 100MTpa under-supplied, taking…
…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…
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…
This screen compares the offerings of a dozen companies providing small-scale wind turbines, with power ratings in the range of 30kW of power, for residential energy generation. Costs range from…
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…
…have over 20,000 workers on site at any one time, which will be challenging amidst COVID. US LNG projects have been smaller, at c30-acres per MTpa, as high-quality input gas…
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…
…risk is ‘uptime’. This file contains our workings; including cost-estimates across 17-categories, such as compressors, heat-exchangers, vessel-costs, et al. Costs are compared for smaller-scale and onshore plants in later tabs….