Shale EOR: the economics

This model assesses the economics of a shale-EOR huff’n’puff project. NPVs and IRRs can be stress-tested as a function of oil prices, gas prices, production-profiles, EUR uplifts and capex costs….

Shale EOR: Container Class

Is Shale-EOR the next wave of unconventional upside? The topic jumped into the ‘Top 10’ most researched shale themes last year. Stranded in-basin gas will improve the economics. Production per…

Should the shale rigs switch to gas-fuel?

We estimate that a dual-fuel shale rig, running on in-basin natural gas would save $2,300/day (or c$30k/well), compared to a typical diesel rig. This is after a >20% IRR on…

The Top Technologies in Energy

What are the top technologies to transform the global energy industry and the world? This data-file summarises where we have conducted differentiated analysis, across c80 technologies (and counting). For each…

Fast-charge the electric vehicles with gas?

When electric vehicles are widespread, how will we fuel them? Our model shows the economics can be compelling for powering fast-chargers using gas turbines. The electricity would cost 13c/kWh, at…

Hydrogen opportunities: an overview

This data-file provides an overview of eleven different processes for commercial hydrogen production: including their energy-economics, costs and CO2 emissions; plus a qualitative description of their opportunities, challenges and technical…

Oil Companies Drive the Energy Transition?

There is only one way to decarbonise the energy system: leading companies must find economic opportunities in better technologies. No other route can source sufficient capital to re-shape such a…

The Top Public Companies for an Energy Transition

This data-file compiles all of our insights into publicly listed companies and their edge in the energy transition: commercialising economic technologies that advance the world towards ‘net zero’ CO2 by…