Chemical Looping Progress?

Chemical Looping Combustion is a next-generation technology for carbon capture, with potential to “clean up” fossil fuel power and obviate CO2 emissions. Costs and energy penalties are dramatically lower than…
Chemical Looping Combustion is a next-generation technology for carbon capture, with potential to “clean up” fossil fuel power and obviate CO2 emissions. Costs and energy penalties are dramatically lower than…
This data-file tabulates a dozen data-points on LNG plant opex, from company disclosures, the technical literature and academic papers. Opex is a function of plant size, and tends to fall…
There is only one way to decarbonise the energy system: leading companies must find economic opportunities in better technologies. No other route can source sufficient capital to re-shape such a…
“Electrify everything then decarbonize electricity”. This mantra is popular, but dangerously incorrect for industrial heating. It raises output costs by 10-110% without any material CO2 savings. This 19-page note presents…
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…
A 2.5MTpa Floating LNG vessel using the Golar/PRICO process would cost c$700/tpa, or $1.1/mcfe. A $2.5/mcf liquefaction-spread is therefore needed for a 10% return. The key economic risk is ‘uptime’….
Spot markets have delivered more and more ‘commodities on demand’ over the past half-century. But is this model fit for the energy transition? Many markets are now desperately short, causing…
Glass fiber makes up 50% of a wind turbine blade, lightens vehicles and insulates homes for 30-70% energy savings. Hence we see demand rising 3.5x in the energy transition. To…
It is often said that Oil Majors should become Energy Majors by transitioning to renewables. But what is the best balance based on portfolio theory? Our 7-page note answers this…
We presented our ‘Top Ten Themes for Energy in the 2020s’ to an audience at Yale SOM, in February-2020. The audio recording is available below. The slides are available to…
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