Where is oil industry R&D focused?

oil and gas industry's R&D activities

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…

Why the Thunder Said?

Perovskite Efficiency Gains

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…

Re-Frac Economics. How much uplift?

economics of re-fracturing shale wells

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…

Patent Leaders in Energy

patent leaders in energy

…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….

Oil industry CO2 per barrel?

CO2 emissions of commercializing an oil resource

…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,…

Development Concepts: how much CO2?

CO2 intensity of steel and concrete

…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…

US E&Ps turn to ESG?

US E&Ps turn to ESG

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%…

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