US shale gas: the economics?

Economics of US Marcellus shale gas production

…2023-2030, albeit flatlining in 2024, then re-accelerating on higher oil prices. Amazingly, there is potential to underpin a 100-200MTpa US LNG expansion, with just 20-50 additional rigs. Although recently we…

Energy transition: top commodities?

Commodities needed for energy transition

…covered in this data-file include Aluminium, Ammonia, Carbon Fiber, Coal, Cobalt, Copper, Ethylene Vinyl Acetate, Fluorinated Polymers, Fluorspar, Glass Fiber, Graphite, Hydrogen, Indium, Lithium, LNG, Mass Timber, Methanol, NdFeB Rare…

Global energy: supply-demand model?

global energy supply-demand

This global energy supply-demand model combines our supply outlooks for coal, oil, gas, LNG, wind and solar, nuclear and hydro, into a build-up of useful global energy balances in 2023-30….

Qatar’s North Field: production and productivity?

Qatar's North Field production

…lower well productivities. Backup data are also presented on the relative military strengths of GCC nations and Iran, as tail risks are increasingly important to decision-makers in global LNG markets….

Gas diffusion: how will record prices resolve?

Displacing industrial gas demand in Europe

Dispersion in global gas prices has hit new highs in 2022. Hence this 17-page note evaluates two possible solutions. Building more LNG plants achieves 15-20% IRRs. But shuttering some of…

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