Gas diffusion: how will record prices resolve?
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…
Methane slip: how much gas evades combustion?
…heaters and boilers that needs to be identified and repaired. Marine engines are increasingly using LNG as a transportation fuel, where the chemical properties of natural gas result in 24%…
Sabatier process: synthetic natural gas costs?
…and LNG value chains? Or it could be modified to increase the yields of methane in biogas, which typically contains 30-40% CO2 in the mix? However we think costs will…
Energy macro: our top ten charts?
…saw the joint highest energy prices on record, matching the peaks of the 1979-80 oil shock ($100/bbl Brent, $6.5/mcf Henry Hub, $40/mcf European gas, $18/mcf LNG, $385/ton Australian coal). Our…
Market concentration by industry in the energy transition?
…profitability? 50% correlations are found between concentration and operating margins over the cycle within these industries. Energy sectors covered in the database of market concentration by industry include global LNG,…
Maintenance costs for gas-powered trucks?
This data-file tabulates the maintenance costs incurred by a fleet of 42x CNG-powered trucks, over 16M miles in the United States. Maintenance costs averaged 8c/mile, of which 1.6c/mile (i.e., 20%)…
Why the Thunder Said?
Energy transition is underway. Or more specifically, five energy transitions are underway at the same time. They include the rise of renewables, shale oil, digital technologies, environmental improvements and new…
Good Batteries vs Bad Batteries?
…plus batteries can achieve a c2x efficiency uplift. Additional opportunities are emerging to uplift system efficiency using batteries. One recent example was described by ConocoPhillips, at the Darwin LNG plant,…
Commercial aviation: fuel economy of planes?
…already harnessed LNG as a potential fuel source, which is 25% more energy dense than jet fuel per unit mass and could have afforded a 10% improvement in fuel economy…
Mero Revolutions: countering CO2 in pre-salt Brazil?
…and CO2. These will be 2-2.5x larger FPSOs than Lula, by tonnage. Pages 8-10 illustrate pipeline bottlenecks facing pre-salt Brazil. After considering alternative options (re-injection, LNG), we argue more pipelines…