the research consultancy for energy technologies
…do more with less. Our top five conclusions from the Marcellus well productivity data are highlighted in the article here. For a compendium of all of our shale research, please see here….
This 17-page note makes the largest changes to our shale forecasts in five years, on both quantitative and qualitative signs that productivity growth is slowing. Productivity peaks after 2025, precisely…
…26-pages) US Shale: No Country for Old Completion Designs (Aug-2019, 18-pages) Shale: upgrade to fiber? (July-2019, 25-pages) CO2-EOR in shale: the holy grail? (Aug-2019, online) Enhanced Oil Recovery in Shales:…
…an 8Mbpd shale scale-up. We do not believe Biden’s policies will block this shale ramp, but they may help its incentive costs re-inflate by c$5-15/bbl, particularly if Trump-era tax breaks…
…the leaders in shale technology, based on the patents and technical papers we have reviewed so far. However, the company is secretive over its intellectual property, notoriously banning camera-phones from…
The key challenge for the US shale industry is to continue improving productivity per well, as illustrated repeatedly in our research. Hence, this short note reviews an advance in fracturing…
Next-generation technology in small-scale LNG has potential to reshape the global shipping-fuels industry. Especially after IMO 2020 sulphur regulations, LNG should compete with diesel. Opportunities in trucking and shale are…
…mechanism and economics are covered in detail in our deep-dive note, Shale-EOR, Container Class. But what is happening at the leading edge, as companies try to seize the opportunity? To…
This data-file quantifies the leading companies in Distributed Acoustic Sensing (DAS), the game-changing technology for enhancing shale and conventional oil industry productivity. For operators (chart above), our rankings are based…
Oil markets endure 4 major volatility events per year, with a magnitude of +/- 320kbpd, on average. Their net impact detracts -100kbpd per year. OPEC and shale have historically buffered…