Diet and climate: should energy transition include agriculture?
…if they are correct, they imply that consuming 1kg of meat products emits 1 – 10x more CO2 than 1 kg of fossil fuels such as gasoline or natural gas….
US CCS: market sizing?
…industrial and power-sector emissions could be captured, across coal-power, gas-power, ethanol, steel, cement, chemicals and smaller manufacturing. To put this in perspective, we also quantified how many million tons of…
Carbon capture: how big is the opportunity?
…2). Although CCS technology is mature, c$100/ton incentives are needed to kick-start the industry. The economics are built-up on pages 3-7. Top-down market-sizing is based on the oil and gas…
Compressor costs: a simple overview?
…CO2 compression. The data-file also includes a calculator breaking down the energy required for compression from first principles. As a good rule of thumb, compressing a gas stream to 80-200…
Energy crises: an overview from history?
This data-file tabulates the key features of a dozen energy crisis, caused by shortages of coal, oil, gas or electricity, since the start of the twentieth century; including the 1973-74…
Energy crisis: ten themes for 2022?
…is to explore three enormous questions that are increasingly on our minds: (1) How would the world look different if the record gas and power prices seen in winter-2021/22 were…
US LNG: new perceptions?
…industry with the capability to supply 200MTpa of incremental gas to Europe (26bcfd), flexibly, for a competitive price point of $7.5/mcf, ramping up in the late-2020s. We outline the economics…
Energy shortages: priced out of the world?
…clearly, definitively, is a lack of energy investment, especially renewables and natural gas. Shortly followed by greater efficiency initiatives in the West (pages 10-11). Our conclusions and questions over the…
Russia: a breakdown of export revenues?
This data-file breaks down Russia’s export revenues, import country by import country, looking across oil, gas, coal, steel, aluminium, copper, gold, aluminium, ammonia, agricultural products, other metals, materials and manufactured…
Coal miners: a screen of Western companies?
…times, thermal coal producers have debatable ESG credentials, owing to being the highest carbon fossil fuel, and 2-3x higher CO2 intensity per MWH of useful energy than natural gas. However,…