Demand shifting: electrical flexibility by industry?
…or time non-critical charging activities for off peak times (note here, model here). In residential heat, likewise, imagine a house that has both a gas-fired boiler and/or a heat pump…
Polyurethanes: what upside in energy transition?
…costs of polyurethane? The production costs of polyurethane will tend to average $2.5-3.0/kg at $65/bbl oil and $6/mcf input gas. Sensitivities to input oil and gas prices, and costs of…
Origen Carbon: DAC breakthrough?
…alternative approach that avoids introducing air/nitrogen into the combustion process, instead re-circulating exhaust gases, and then adding pure oxygen from an air separation unit or swing adsorption plant. Hence the…
Storage tank costs: storing oil, energy, water and chemicals?
…tanks for water, oil products, chemicals, LNG, natural gas and hydrogen. In both $/m3 terms and $/ton terms. This matters as storage tanks are used in downstream industry, materials value…
California power generation over time?
…not displaced thermal generation, which rose from 28% to 36% of the grid. We even wonder whether wind and solar are entrenching natural gas generators that can backstop their daily,…
Thermal energy storage: heat of the moment?
…below lithium ion batteries, but competitiveness versus natural gas depends on the context, as is built up from first principles on pages 14-17. Implications for European gas markets are on…
Energy market volatility: climate change?
…is 70% lower than for new energies, across global oil production and global gas production, and even this is more a case of voluntarity than volatility (page 6). Energy demand…
Offshore oilfields: development capex over time in Norway?
…The average Norwegian offshore field cost $33M/kboed to develop, comprising $3.3bn of development capex, peaking at 100kboed of hydrocarbon production, of which two-thirds was liquids and one-third was gas. There…
Energy intensity of AI: chomping at the bit?
…TWH. $499.00 – Purchase Checkout Added to cart The energy demands of AI are the fastest growing component of total global energy demand, which will transform the trajectory of gas and power…
Coal power generation: minute-by-minute flexibility?
…the Australian grid. Previously we have looked at gas, solar, wind, and battery storage. Our key conclusion remains that gas-fired generation will entrench as the leading backstop for volatile renewables….