Landfill gas: rags to riches?
…cost uses of landfill gas in heat and power can also make good sense. But vast subsidies for landfill gas upgrading, RNG vehicles and biogas-to-jet may not be cost-effective. Our…
Gas turbines: what market size in energy transition?
Combined heat and power systems are 20-30% lower-carbon than today’s gas turbines, as they capture waste heat. They are also increasingly economical to backstop renewable-heavy grids. Amidst uncertain policies, the…
Oxycombustion: economics of zero-carbon gas?
Oxycombustion is a next-generation power technology, burning fossil fuels in an inert atmosphere of CO2 and oxygen. It is easy to sequester CO2 from its exhaust gases, helping heat and…
US Shale Gas to Liquids?
…and our learnings from the patent history. Our base case IRR is 11%, taking in 1.6bcfd of shale gas as feedstock. Resiliency is tested at varying oil and gas prices….
Carbon Funds to Decarbonize Natural Gas
This economic model illustrates a carbon fund to decarbonize natural gas by planting new forests, while also generating passable economics, attracting investment and incentivizing CO2 savings. The mechanics are that…
How to structure a decarbonized gas value chain?
…end gas prices of $4-14/mcf and other CO2 mitigation options up to $800/ton. This 15-page note outlines how to structure a decarbonized gas value chain, securitizing forestry-based carbon commitments in…
Gas diffusion: how will record prices resolve?
…But shuttering some of Europe’s gas-consuming industry then re-locating it in gas-rich countries can achieve 20-40% IRRs, lower net CO2 and lower risk? Both solutions should step up. What implications?…
Global gas: five predictions through 2030?
…2030. We have revised our views on how fast new energies ramp, which gas gets displaced first, which energy sources are no longer ‘in the firing line’, and gas pricing….
Entropy CCS: natural gas CCS breakthrough?
Advantage Energy is a Montney gas and oil producer, which recently sourced a $300M investment from Brookfield to scale up its Entropy23 amine blend for natural-gas CCS. Entropy CCS technology…
Industrial gas separation: swing producers?
…gases. $499.00 – Purchase Checkout Added to cart Gas separations matter as many industrial processes require pure input streams. Industrial hydrogen must be purified from a soup of gases exiting a methane…