the research consultancy for energy technologies
This data-file summarises 25 of the most recent technical papers around the industry, using fiber-optic cables for Distributed Acoustic Sensing (DAS). The technology is hitting critical mass to spur shale…
We have modelled the economics of CO2-EOR in shale, after interest in this topic spiked 2.3x YoY in the 2019 technical literature. Our deep-dive research into the topic is linked…
2019 has evoked resource fears in shale, after some E&Ps posted disappointing results, and implied productivity data fell 20% YoY, according to the EIA’s data. We find the data-issues are…
It is no longer possible to compete in the US shale industry without leading digital technologies. This 10-page note outlines best practices, process by process, based on 500 patents and…
…respectively. Conversely, when shale activity recovers, productivity may disappoint, and we lower our 2022+ forecasts by 0.2-0.9 Mbpd. This 7-page note explores shale productivity data, and the causes and consequences…
…data-file, using prior project disclosures and our learnings from the patent history. Our base case IRR is 11%, taking in 1.6bcfd of shale gas as feedstock. Resiliency is tested at…
Shale growth is slowing due to fears over the energy transition, as Permian upstream CO2 emissions reached a new high this year. We have disaggregated the CO2 across 14 causes….
It is no longer possible to compete in the US shale industry without leading digital technologies. This 10-page note outlines best practices, process by process, based on 500 patents and…
Future US shale productivity can still rise at a 5% CAGR to 2025, based on evaluating 300 technical papers from 2020. The latest improvements are discussed in this 12-page note,…
This model is a very simple breakdown of economics for in-basin sand production, around the US shale industry. We estimate the price that must be charged at the mine gate…