Blockchain in the Oil & Gas Supply Chain
…company, Data Gumbo. c10% cost savings may be achieved for fragmented supply chains, such as US shale, by analogy to other digital procurement platforms we have evaluated in the past….
Hydraulic Fracturing: where’s the IP?
…at c3,900 per year. 2020 has slowed by 6%. But the headline figures mask a c36% correction in the US, masked by 33% expansion of Chinese shale ambitions. Remarkably, in…
Upstream technology leaders: weathering the downturn?
…the downturn, benefit from dislocation and thrive in the recovery. This 14-page research note finds clear leaders in onshore, offshore, shale, LNG and digital, while others in the industry may…
Oil markets: the next up-cycle?
…back fully from production cuts by mid-2021. Yet this year’s disruption to shale and across the wider industry will drain a further 2.5bn bbls from inventories by mid-2023. It takes…
Coal versus gas: explaining the CO2 intensity?
…support passable IRRs in the shale industry (model also below). But on top of this, global gas value chains can bring delivered cost to $6-8/mcf (2-3c/kWh). The biggest challenge, we…
World’s largest energy assets: by category and risk?
…also shifting to smaller assets (renewables, shale), where the main risks are systemic ones that impact all assets, such as particularly non-windy years or possible kamikaze policies such as fracking…
Global gas: is there enough gas for energy transition?
…extensions are seen primarily coming from shale, with continued upside in the US, and vast new potential in the Middle East, North Africa and possibly even European shale as a…
Flaring reduction: screen of service and equipment companies?
…the highest-flaring producing countries. And even where flaring does occur, beware assuming there is some kind of giant furnace in the desert of Texas where the shale oil industry ‘chooses…
US natural gas: blue hydrogen tightens global LNG markets?
…shale production forecasts by basin are here. And clearly demand is going to be tightened by flowing more gas into low-carbon hydrogen products. The blue hydrogen boom is constructive for…
SPE Papers about Conventional vs Unconventional Reservoirs
This data-file estimates the number of SPE papers that have been published about conventional and unconventional reservoir engineering in the SPE Reservoir Evaluation and Engineering Technical journal, each year since…