the research consultancy for energy technologies
…estimated for each category. Distributions of weight and LNG fuel-equivalence are split for the four largest categories. We see 40-60MTpa upside to LNG demand from 2040, led by cruise-ships and…
…this, an incremental 85MTpa of LNG must be sourced by 2030, absorbing one third of new global LNG supplies, and stoking mid-2020s LNG shortages. $449.00 – Purchase Checkout Added to cart Policy…
…cart In 2010, before the Fukushima crisis, Japan produced 292 TWH of nuclear electricity, which would have required about 40MTpa of LNG imports if it had all been generated by…
…renewables deployment (page 7). Will it accelerate LNG? In theory yes. Our expectations for future gas prices should unlock 15-20% IRRs at new LNG projects, and our growth forecasts are…
…methane at 1 bar of pressure and 20ºC has a density of 0.67 kg/m3. LNG at -163ºC is 625x denser at 422 kg/m3. And CNG at 200-bar has a density…
We have assessed whether gas is a competitive trucking fuel, comparing LNG and CNG head-to-head against diesel, across 35 different metrics (from the environmental to the economic). Total costs per…
…transition. 2023-24 gas markets will look better-supplied than they truly are. We think Europe will need to source over 15bcfd of LNG through 2030. A dozen key input variables can…
…the mid-2020s. Oil Markets: the next up-cycle? (July-2020, 4-pages) On the road: long-run oil markets after COVID-19? (May-2020, 17-pages) LNG: deep disruptions and a 100MTpa shortfall? (Apr-2020, 6-pages) 2050 oil…
…are reversed. https://thundersaidenergy.com/downloads/2020-oil-markets-bounding-the-uncertainty/ https://thundersaidenergy.com/downloads/us-shale-the-economics/ (7) Under-investment in gas? Where US shale growth slows, there is clearly going to be less associated gas available to feed US LNG facilities. But there…
…in 2021, equivalent to 60MTpa of LNG, and we wonder how much of this demand can come back with LNG capacity additions, thereby muting fears of over-supplied LNG markets. https://thundersaidenergy.com/downloads/long-term-lng-supply-model/…