…shale operators accelerating their quest for ‘CO2-neutral’ production (note below). https://thundersaidenergy.com/2019/12/15/global-gas-catch-methane-if-you-can/ https://thundersaidenergy.com/2020/04/10/qnergy-reliable-remote-power-to-mitigate-methane/ https://thundersaidenergy.com/2019/12/08/shale-growth-what-if-the-permian-went-co2-neutral/ (10) The weatherization of 2M homes is a central part of Joe Biden’s proposed energy policy. Hence…
…on E&P activity in the Haynesville, Permian and Marcellus. (7) Longer term supply growth will be dominated by the Middle East, which is particularly well placed to phase out China’s…
…useful, we are guilty of simplifying and averaging quite complex and broad-ranging industries. More detail is available on different oil value chains (including oil sands and Permian shale in detail),…
…the dark blue line and maybe 100bn bbls remain. Quantitative evidence for slowing productivity is discussed on pages 4-7. Productivity data has moved sideways for 3-years now in the Permian,…
…Numbers can be stress-tested in our nuclear cost model. In April-2024, Diamondback Energy also agreed a 20-year PPA to procure 50MW of emission-free electricity for its operations in the Permian…
…loops. Small changes in climate can have large socio-economic consequences. Mass extinctions at the ends of Ordivician period (443 million years ago), late Devonian (375mya), Permian (250-260mya) and Triassic (201mya)…
…already has a toehold, through the EPA’s FLIGHT tool, which covers most industrial facilities and has a broad coverage. For example, it recently allowed us to decompose Permian producers’ total…
…the project details. Leading examples include the use of concentrated solar for steam-EOR in Oman and California, Solar PV in the Permian, and leading efforts from specific companies: such as…
…file, such as CO2 reductions, higher reliability, smaller pad sizes, NOX reductions and noise reductions. We also think over the long run, 200mmcfd of stranded Permian gas could be absorbed….
…this ability large operators in the Permian will crowd out the rest (see pages 15-16). (5) DAS disrupts the Services industry, gaining dominance over other diagnostic techniques, such as seismic….
