Drones & droids: deliver us from e-commerce
…of ships, trucks and smaller vehicles, collectively responsible for 1.5 barrels of oil, $1,000 of cost and 600kg of CO2 per person per annum (page 2). Fuel economy currently deteriorates,…
Oil demand: the rise of autonomous vehicles?
We are raising our medium-term oil demand forecasts by 2.5-3.0 Mbpd to reflect the growing reality of autonomous vehicles. AVs eventually improve fuel economy in cars and trucks by 15-35%…
Oil Sands CO2 Intensity
This data-file quantifies the CO2 intensity of oil sands production: disaggregating averge emission factors for both mining operations and SAGD. Emissions are estimated for running trucks, bitumen extraction, steam-flooding, upgrading,…
CO2 intensity of coal production?
…for food energy and even higher for oil crops. Our estimates for the CO2 intensity of coal production incorporate data into coal mining, comminution, mine trucks, plus third-party data from…
Proton exchange membrane fuel cells: what challenges?
This data-file reviews fifty patents into proton exchange membrane fuel cells (PEMFCs), filed by leading companies in the space in 2020, in order to understand the key challenges the industry…
Wet sand: what impacts on shale breakevens and CO2?
…can be lifted from trucks onto the wellsite with “the fewest touch points and the least modification”. A typical container system carries 23,000-27,000lbs of sand, with a capacity of 28,500…
Lithium ion batteries for electric vehicles: what challenges?
…of “breakthroughs” heralded on any one dimension until all of the trade-offs are clear. (4) Electric semi-trucks are unlikely (we prefer supercapacitors). Many patents noted great challenges scaling up larger…
Vehicle depreciation rates: EVs versus ICEs?
…loss rate has increased by c10% in $/mile terms). In this earlier study, we also evaluated trucks and hydrogen vehicles. The original analysis is also available via the second download…
CO2 disposal in geologic formations: the economics?
…required for CCS, alongside CO2 capture (e.g., using the amine process) and CO2 transportation in a CO2 pipeline or with CO2 trucks. Our recent research has also sought to quantify…
What oil price is best for energy transition?
…across each component of the oil market. Vehicle fuel economy stalls when oil prices are below $30/bbl, amplifying purchases of inefficient trucks and making EV purchases deeply uneconomical (pages 5-6)….