LNG: deep disruptions?
There is now a potential 100MTpa shortfall in 2024-26 LNG supplies: deeply negative for energy transition, but positive for LNG incumbents. The last oil industry crisis, in 2014-16, slowed down…
Decarbonized gas: ship LNG out, take CO2 back?
This note explores an option to decarbonize global LNG: (i) capture the CO2 from combusting natural gas (ii) liquefy it, including heat exchange with the LNG regas stream, then (iii)…
Floating LNG: do the costs work?
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’….
LNG: deep disruptions?
The last oil industry crisis, in 2014-16, slowed down LNG project progress, setting the stage for 20-60MTpa of under-supply in 2021-23. The current COVID-crisis could cause a further 15-45MTpa of…
LNG in the energy transition: rewriting history?
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…
LNG regasification: the economics?
This data-file captures the economics for a typical LNG regas facility. We estimate that a fixed plant with 75-80% utilization requires a spread near to $0.8/mcf on its gas imports,…
US LNG: new perceptions?
Perceptions in the energy transition are likely to change in 2022, amidst energy shortages, inflation and geopolitical discord. The biggest change will be a re-prioritization of US LNG. At a…
Liquefied CO2 carriers: CO2 shipping costs?
…Best placed to capture the opportunity are companies with existing experience in LNG, and LNG shipping. Economics of CO2 shipping in this data-file can also be compared with LNG shipping….
CO2 intensity of natural gas value chains?
…as a function of eight input variables: such as production techniques, methane leakage, sour gas processing, LNG liquefaction, LNG tanker distances and pipeline distances. $499.00 – Purchase Checkout Added to cart Scope…
North Field: sharing the weight of the world?
North Field gas production is now the most important conventional energy source on the planet. It produces 4% of world energy, 20% of global LNG and aims to ramp another…