…(i.e., shale). But there will also be negative consequences, risking long-run supply shortages of oil and coal. Companies are also being pressured to ‘harvest’ their existing assets, rather than maximising potential value…
Shale comprises c5% of global supply and c20% of global R&D; while offshore comprises c30% of global supply, but <10% of global R&D, according to our estimates. This simple file…
Energy transition is underway. Or more specifically, five energy transitions are underway at the same time. They include the rise of renewables, shale oil, digital technologies, environmental improvements and new…
…you would like to read our latest deep-dive note on shale-technology it is linked here. The full database, covering all 300 technical papers is available here. Patent Source: Meek, R.,…
This model assesses the production-uplifts and well-level economics of re-fracturing shale wells in the Permian and the Eagle Ford, to improve recovery of previously missed pay. The opportunity is interesting…
…quantify our “Top Ten” patent leaders in energy. https://vimeo.com/357450011 This 34-page note ranks the industry’s “Top 10 technology-leaders”: in upstream, offshore, deep-water, shale, LNG, gas-marketing, downstream, chemicals, digital and renewables….
…and downstream. Different resources are compared using our methodology. Relative advantages are seen for large, well-managed offshore oilfields and shale. Relative disadvantages are seen for heavy crudes (e.g., Oil Sands,…
…used in their topsides, jackets, hulls, wells, SURF and pipelines. Included are the world’s largest FPSOs, platforms and floating structures; as well as new resources in shale, deepwater-GoM, Guyana, pre-salt…
Of the largest 15 shale E&Ps, the proportion with ESG slides in their quarterly presentations has exploded by 4.5x in the trailing twelve months, from 13% in 3Q18 to 60%…
…data-file. Tracking Shale Completions from Space? Another debate in 2020 is whether the shale industry is slowing down, in activity terms, in productivity terms, or whether it is staring to…