Small-scale CCS: transport liquid CO2?
CO2 has unusual physical properties, which make small-scale liquefaction and transport much more viable than we had expected. The energy burden is 70% less than other industrial gases. Total CCS…
Small-scale CCS: transport liquid CO2?
CO2 has unusual physical properties, which make small-scale liquefaction and transport much more viable than we had expected. The energy burden is 70% less than other industrial gases. Total CCS…
LNG liquefaction: what challenges and opportunities?
…LNG process units and their fabrication. The full data-file spells out our conclusions, with details on each of the underlying patents, a review of companies filing LNG patents in 2020….
Greenfield LNG: Does Exxon have an edge?
For large-scale capital projects in a commodity industry, harnessing better technologies tends to unlock better returns. Hence in this 7-page note we evaluate ExxonMobil greenfield LNG plant construction technology, particularly…
Grid-scale battery costs: the economics?
Grid-scale batteries are envisaged to store up excess renewable electricity and re-release it later. Grid-scale battery costs are modeled at 20c/kWh in our base case, which is the ‘storage spread’…
Storage tank costs: storing oil, energy, water and chemicals?
…would likely be higher cost than LNG storage, in our view, and the median small-scale facility for cryogenic or ultra-compressed hydrogen storage is estimated to cost $8,000/m3. Please see our…
Mozambique LNG: Can Chevron create more value?
It would be unwise to under-estimate the complexity of creating a new LNG province, with a 50MTpa prize on the table in Mozambique. After the first two trains are in…
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)…
Grid-scale battery costs: $/kW or $/kWh?
Grid-scale battery costs can be measured in $/kW or $/kWh terms. Thinking in kW terms is more helpful for modelling grid resiliency. A good rule of thumb is that grid-scale…