Great white whales: the end of oil and gas?

Great white whale oil

…also rallied very sharply. This 8-page note presents our analysis of the whaling industry from 1805 to 1905 and draws implications for the future of the oil and gas industry….

Gas turbines: what market size in energy transition?

combined heat and power turbines

Combined heat and power systems are 20-30% lower-carbon than today’s gas turbines, as they capture waste heat. They are also increasingly economical to backstop renewable-heavy grids. Amidst uncertain policies, the…

Insulation: deliver us from gas shortages?

Investing in insulation companies

…30-70% under-insulated. And the world is now grappling with devastating gas shortages, which may encourage policymakers to re-prioritize nearer-term energy savings. We think renovation rates could treble. This 12-page note…

Decarbonized gas: ship LNG out, take CO2 back?

Transport CO2 in LNG carriers

This note explores an option to decarbonize global LNG: (i) capture the CO2 from combusting natural gas (ii) liquefy it, including heat exchange with the LNG regas stream, then (iii)…

Midstream gas: pipelines have pricing power ?!

High utilization can provide hidden upside for transmission operators

FERC regulations are surprisingly interesting!! In theory, gas pipelines are not allowed to have market power. But they increasingly do have it: gas use is rising, on grid bottlenecks, volatile…

Copyright: Thunder Said Energy, 2019-2024.