Renewable Energy Certificates?
…turbine. If you sell RECs against the wind turbine, does this transform the green hydrogen into grey hydrogen?! Conversely, if you power a hydrogen electrolyser around the clock using a…
Super-alloys: what role in energy transition?
…temperatures surpass 1,000ºC. These material properties are explained on pages 2-3. Gas turbines and jet engines use super-alloys for greater efficiency, which is directly linked to turbine inlet temperatures, thanks…
Global gas: five predictions through 2030?
Modelling Europe’s gas balances currently feels like grasping at straws. Yet this 10-page note makes five predictions through 2030. Thus our new European gas outlook revises our views on how…
CO2 intensity of coal production?
…generating the same power from coal, of which 45pp is due to lower CO2 intensity of gas, 10-20pp is due to higher efficiency of gas turbines and 0-5pp is due…
Shell drives LNG in transport?
…run on LNG, which can reach $17-35M for the largest tankers. Gas Weathering is another challenge, less well-known, but crucially important. LNG is a mixture of hydrocarbon gases, all with…
Global gas prices: by country?
…interquartile range of $2-6/mcf, or in other words, a period of exceptionally low and stable gas prices. Conversely, 2021-22 saw gas prices rise, but most of all, it is the…
US gas pipeline capex over time?
…the most extensive gas pipeline network in the world, moving 100bcfd of natural gas through 200,000 miles of transmission lines. To build this network, the US has spent $14bn pa…
Good Batteries vs Bad Batteries?
…where the gas turbines have a “sweet spot” of maximum efficiency. Battery storage allows Conoco to avoid low-efficiency turbine usage, which will will cut emissions by 20%. Demand shifting, in…
Guyana: carbon credentials & capital costs?
…emissions per barrel, including flaring policies, refining quality, midstream proximity, proprietary gas turbine technologies from ExxonMobil’s patents and leading digital technologies around the industry. Our conclusion is that leading companies…
Established technologies: hiding in plain sight?
…our roadmap to net zero, as gas is 60% lower-carbon per MWH. The best gas power plants can achieve 80-90% thermal efficiency when running gas through a combined heat and…