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,…
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…
Energy trading: value in volatility?
…quantified the growing value of diverting flexible LNG contracts to higher value markets on pages 10-13. https://thundersaidenergy.com/downloads/global-lng-offtake-contracts-and-spot-market-development LNG portfolios are most likely to benefit from rising volatility in the global…
Costs of CCS with the amine process?
This data-file models the costs of amine process CCS, capturing post-combustion CO2 from exhaust gases using amines, in order to calculate what CO2 price is necessary to earn a passable…
Illustrating industrial energy efficiency in the context of cooking?
…Measuring the efficiency of an energy-consuming process is conceptually complex. In order to illustrate the complexity, this note will consider efficiency in home-cooking. It is a process with which we…
Sulphur recovery units: Claus process economics?
This data-file captures the economics of sulphur recovery from H2S via the Claus process, which is an important industrial process cleaning up sour gases from the oil and gas industry,…
Heavy truck costs: diesel, gas, electric or hydrogen?
…CNG trucks, LNG trucks, electric trucks and hydrogen trucks (chart below). Electric trucks with 4-6 ton batteries, and 700-1,000km ranges, likely cost $110-170k more (i.e., 2x) than a typical diesel…
Decarbonization in Europe: but is there enough gas?
…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…
Gas diffusion: how will record prices resolve?
…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…
Density of gases: by pressure and temperature?
…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…